Manager, Capital Markets And Liquidity
Current
Sep 2018 - Present
AeroLeads people directory · profile
James Eckis, Cfa, Frm Email & Phone Number
Capital Markets and Liquidity at Venerable
at
Venerable
1 work email found
@venerableannuity.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Capital Markets and Liquidity at Venerable
Location
Havertown, Pennsylvania, United States
Company size
Who is James Eckis, Cfa, Frm? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
James Eckis, Cfa, Frm is listed as Capital Markets and Liquidity at Venerable at Venerable, a company with 224 employees, based in Havertown, Pennsylvania, United States. AeroLeads shows a work email signal at venerableannuity.com and a matched LinkedIn profile for James Eckis, Cfa, Frm.
James Eckis, Cfa, Frm previously worked as Manager, Capital Markets and Liquidity at Venerable and Active Volunteer for the CFA Program at Cfa Institute. James Eckis, Cfa, Frm holds Mba, Finance from Villanova University.
Company email context
Email format at Venerable
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*@venerableannuity.com
71% confidence
AeroLeads found 1 current-domain work email signal for James Eckis, Cfa, Frm. Compare company email patterns before reaching out.
Profile bio
About James Eckis, Cfa, Frm
CFA charterholder with progressive experience in the Treasury function skilled in corporate finance and structured finance.Specialties: Capital Structure Analysis, Valuation Models, External Financing, Securitization Analysis, Financial Modeling, Benchmarking, Foreign Exchange Trading and Hedging
Listed skills include Financial Modeling, Financial Analysis, Corporate Finance, Capital Markets, and 19 others.
Current workplace
James Eckis, Cfa, Frm's current company
Company context helps verify the profile and gives searchers a useful next step.
Venerable
9 roles · 29 years
James Eckis, Cfa, Frm work experience
A career timeline built from the work history available for this profile.
Active Volunteer For The Cfa Program
Current
Jun 2008 - Present
Sr Consultant, Capital Markets And Liquidity
Debt Issuance & Refinancing, Equity Buybacks, Regulatory Capital and Liquidity Stress Testing, Interest Rate Risk Management, Structured Finance Transactions, Credit Facility, Liquidity Policies, Leases, Treasury Management Systems, Regulatory & SEC reporting
Oct 2015 - Sep 2018
Manager Of Corporate Treasury
Capital Structure Management, Asset-based Securitization Facility, Interest Rate Risk Management, FX Hedging & Trading, Credit Facility, Treasury Management Systems, Cash Management, SEC Reporting
Oct 2010 - Oct 2015
Treasury Manager
Coactiv Capital Partners Inc
Structured Finance, Cash Flow Modeling & Forecasting, Interest Rate Risk Management, Portfolio Servicing
Mar 2009 - Oct 2010
Avp, Treasury Management/ Capital Markets
Securitizations, Financial Modeling, Debt Management, Derivative Valuation & Modeling, Covenant Analysis
Jan 2004 - Jan 2009
Financial Analyst
Cash Flow Modeling, Capital Structure Analysis, Leasing, Benchmarking
Nov 1999 - Dec 2003
Financial Analyst
Copelco Financial Services Group
1998 - 1999
~1 yr
Staff Accountant
American Real Estate Investment Corp
1997 - 1998
~1 yr
Team & coworkers
Colleagues at Venerable
Other employees you can reach at venerableannuity.com. View company contacts for 224 employees →
HT
Hector Tan
Colleague at Venerable
West Chester, Pennsylvania, United States, United States
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A(
Alfonso (Av) Cancelmo, Cipm
Colleague at Venerable
Greater Philadelphia, United States
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AR
Angie Rineer
Colleague at Venerable
Newark, Delaware, United States, United States
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NW
Nick Walker
Colleague at Venerable
Philadelphia, Pennsylvania, United States, United States
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SS
Sarah Sartin, Csm
Colleague at Venerable
West Des Moines, Iowa, United States, United States
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ZD
Zack Dunkin
Colleague at Venerable
Des Moines Metropolitan Area, United States
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LJ
Lynn Johnson
Colleague at Venerable
Des Moines Metropolitan Area, United States
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TG
Tom Geiger
Colleague at Venerable
Exton, Pennsylvania, United States, United States
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RB
Ross Boudiab, Mba, Ctp
Colleague at Venerable
Greater Houston, United States
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LJ
Lacey Jones
Colleague at Venerable
Des Moines Metropolitan Area, United States
View →
Hector Tan
Colleague at Venerable
West Chester, Pennsylvania, United States, United States
View →
A(
Alfonso (Av) Cancelmo, Cipm
Colleague at Venerable
Greater Philadelphia, United States
View →
AR
Angie Rineer
Colleague at Venerable
Newark, Delaware, United States, United States
View →
NW
Nick Walker
Colleague at Venerable
Philadelphia, Pennsylvania, United States, United States
View →
SS
Sarah Sartin, Csm
Colleague at Venerable
West Des Moines, Iowa, United States, United States
View →
ZD
Zack Dunkin
Colleague at Venerable
Des Moines Metropolitan Area, United States
View →
LJ
Lynn Johnson
Colleague at Venerable
Des Moines Metropolitan Area, United States
View →
TG
Tom Geiger
Colleague at Venerable
Exton, Pennsylvania, United States, United States
View →
RB
Ross Boudiab, Mba, Ctp
Colleague at Venerable
Greater Houston, United States
View →
LJ
Lacey Jones
Colleague at Venerable
Des Moines Metropolitan Area, United States
View →
2 education records
James Eckis, Cfa, Frm education
Mba, Finance
Bachelor Of Arts - Ba, History
FAQ
Frequently asked questions about James Eckis, Cfa, Frm
Quick answers generated from the profile data available on this page.
What company does James Eckis, Cfa, Frm work for?
James Eckis, Cfa, Frm works for Venerable.
What is James Eckis, Cfa, Frm's role at Venerable?
James Eckis, Cfa, Frm is listed as Capital Markets and Liquidity at Venerable at Venerable.
What is James Eckis, Cfa, Frm's email address?
AeroLeads has found 1 work email signal at @venerableannuity.com for James Eckis, Cfa, Frm at Venerable.
Where is James Eckis, Cfa, Frm based?
James Eckis, Cfa, Frm is based in Havertown, Pennsylvania, United States while working with Venerable.
What companies has James Eckis, Cfa, Frm worked for?
James Eckis, Cfa, Frm has worked for Venerable, Cfa Institute, Lincoln Financial Group, Sungard - Now Part Of Fis, and Coactiv Capital Partners Inc.
Who are James Eckis, Cfa, Frm's colleagues at Venerable?
James Eckis, Cfa, Frm's colleagues at Venerable include Hector Tan, Alfonso (Av) Cancelmo, Cipm, Angie Rineer, Nick Walker, and Sarah Sartin, Csm.
How can I contact James Eckis, Cfa, Frm?
You can use AeroLeads to view verified contact signals for James Eckis, Cfa, Frm at Venerable, including work email, phone, and LinkedIn data when available.
What schools did James Eckis, Cfa, Frm attend?
James Eckis, Cfa, Frm holds Mba, Finance from Villanova University.
What skills is James Eckis, Cfa, Frm known for?
James Eckis, Cfa, Frm is listed with skills including Financial Modeling, Financial Analysis, Corporate Finance, Capital Markets, Cash Management, Valuation, Investments, and Cash Flow Forecasting.
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