James Danforth Email & Phone Number

Louisville, KY, US

Durham, North Carolina, United States

Led a global team of 10 that is responsible for chairing the monthly governance meetings with top clients that use our solutions on the post-trade side of the business. We also contribute to the quarterly executive level meetings that are more strategy based as it relates to both our client's business and FIS.Our focus remains on adding value to the.

Raleigh, North Carolina

I led a cross-functional team consisting of 7 Client Service Managers and 3 Client Service Specialists located around the US. Together we were responsible for managing the non-qualified deferred compensation plans for 134 institutional clients. We manage the relationship and work with key decision makers and executives from the company to execute the.

Tampa, Florida

Created and implemented formal procedures for rollover-ins, increasing resolution rate from 50% to 75% while targeting high value clients with minimum threshold of $100K.Effectively partnered with internal groups to evaluate business operations, tighten controls, and streamline procedures; reduced duplication of work and unnecessary transfer of work.

Tampa/St. Petersburg, Florida Area

Under guidance from Supervisor, coached and developed a team of 12 associates to enhance skill set, assist with career progression, and retain associates.Participated in Senior Helpline team responsible for training gaps and created supplemental educational materials to improve training sessions for new associates.

Tampa/St. Petersburg, Florida Area

I worked with participants to update their retirement accounts to match both short and long term investment strategies to meet their financial goals. We use the Consultative Client Interaction (CCI) model to help better understand needs and to also identify unstated needs.Plan liaison for one of our largest "at-risk" plans due to consistent high quality.

Jacksonville, Florida Area

Book entry and physical transfers of securities. Approve multi-million unit transactions through DTC to convert bonds from 144A to Reg S or vice versa. Work with internal and external clients to provide them required paperwork and forms to execute desired conversions. Responsible for balancing the books on securities we worked with which included over 2500.

Master Of Business Administration (Mba), Finance, General, 4.0

Activities and Societies: Delta Mu Delta for being in top 20% in my chosen program.

Bachelor Of Arts (B.A.), Sport Management