James Davis Email & Phone Number
@jpmorgan.com
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Who is James Davis? Overview
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James Davis is listed as Head of Sales, APAC at ICS, a company with 151 employees, based in Greater Sydney Area, Australia, Australia. AeroLeads shows a work email signal at jpmorgan.com and a matched LinkedIn profile for James Davis.
James Davis previously worked as Manager, Business Development - Asia-Pacific at Cutter Associates and Platform Sales Executive – Securities Services Australia & New Zealand – Vice President at J.P. Morgan.
Email format at ICS
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AeroLeads found 1 current-domain work email signal for James Davis. Compare company email patterns before reaching out.
About James Davis
With over 20 years of financial services experience across sales, business management, solution design and operations management, I have demonstrated the ability to manage complex functions, execute on sales strategy and deliver value to business and clients through a highly involved approach. As a motivated strategic thinker, with strong relationship, sales and communication skills, I place a strong emphasis on collaboration, motivation and collective team productivity.
James Davis's current company
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James Davis work experience
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Manager, Business Development - Asia-Pacific
Current
Platform Sales Executive – Securities Services Australia & New Zealand – Vice President
- As the Platform Sales Executive – Securities Services for Australia & New Zealand, I am responsible for:o Senior relationship management and sales for Custody & Fund Services clients, including superannuation funds.
Securities Services Sales Business Manager Australia & New Zealand – Vice President
- As the Securities Services Sales Business Manager for Australia & New Zealand, I was responsible for:o Driving Business Growth and Strategy supporting the total local business revenueo Trusted advisor to the Business.
Business Design Authority Chair – Vice President
- July 2014–July 2016: Business Design Authority Chair – Vice President
- As the Business Design Authority (BDA) Chair for complex client change across the Custody & Funds Services business, I was responsible for:o Overseeing the function to deliver optimal solution design for client change..
Managed Funds Operations Manager - Vice President
- As the Managed Funds Operations Manager I was responsible for:o Managing BAU Operations and strategic initiatives in Sydney, providing administration and trade execution of Unlisted Unit Trust, Private Equity, Hedge.
Unlisted Unit Trust – Senior Officer
- Managed all transitions and projects for the Unlisted Unit Trust (UUT) Team
- Managed all UUT trading functions for the company’s largest client and maintained the relationship directly
- Selected by senior management to research the potential restructure of Operations Teams
- Managed Cash reconciliations
- Managed three Trading Officers and assisted with their professional development
- Using ACE & Lean Six Sigma methodologies, under the supervision of a ‘Master Black Belt’, I was involved in the restructuring of processes for the UUT team and became the ‘ACE Champion’ to ensure continuous improvement
Project Coordinator/ Documentation Analyst
- Managed the New Accounts Department for a new financial product
- Liaised with credit, tax, compliance, legal, and trading departments on a daily basis
- Constructed and maintained a document tracker to monitor the progress of each account
- Created all new account forms based on Risk & Compliance requirements
- Performed regulatory and anti-money laundering checks
- Liaised with clients to confirm their details and trading requirements
Advisor Assistant
- Worked alongside 8 advisors and assisted them in servicing their clients
- Managed the daily debtors report and contacted advisors or clients if necessary
- Processed payments for trades and prospectus applications
- Provided clients customised portfolio summaries
- Liaised with back office to ensure settlement of trades, opening of new accounts etc.
- Placed buy/sell orders for equities and derivatives
Frequently asked questions about James Davis
Quick answers generated from the profile data available on this page.
What company does James Davis work for?
James Davis works for ICS.
What is James Davis's role at ICS?
James Davis is listed as Head of Sales, APAC at ICS.
What is James Davis's email address?
AeroLeads has found 1 work email signal at @jpmorgan.com for James Davis at ICS.
Where is James Davis based?
James Davis is based in Greater Sydney Area, Australia, Australia while working with ICS.
What companies has James Davis worked for?
James Davis has worked for Ics, Cutter Associates, J.P. Morgan, Bnp Paribas Securities Services, and Cargill Investment Group Ltd.
How can I contact James Davis?
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