James Mathieu
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James Mathieu Email & Phone Number

Senior Vice President at Bank of America at Bank of America
Location: Jacksonville, Florida, United States 5 work roles 2 schools
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Current company
Role
Senior Vice President at Bank of America
Location
Jacksonville, Florida, United States
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Who is James Mathieu? Overview

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Quick answer

James Mathieu is listed as Senior Vice President at Bank of America at Bank of America, a company with 250057 employees, based in Jacksonville, Florida, United States. AeroLeads shows a matched LinkedIn profile for James Mathieu.

James Mathieu previously worked as Senior Vice President at Bank Of America and Assistant Vice President at Bank Of America Merrill Lynch. James Mathieu holds Bachelor’S Degree, Financial Planning And Services from University Of North Florida - College Of Business Administration.

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Email format at Bank of America

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Bank of America

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Profile bio

About James Mathieu

Result-oriented professional with a high sense of personal and professional integrity.

Listed skills include Financial Analysis, Banking, Investments, Microsoft Excel, and 4 others.

Current workplace

James Mathieu's current company

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Bank of America
Bank Of America
Senior Vice President at Bank of America
charlotte, north carolina, united states
Employees
250057
AeroLeads page
5 roles

James Mathieu work experience

A career timeline built from the work history available for this profile.

Senior Vice President

Current

Jacksonville, Florida, United States

Jan 2020 - Present

Assistant Vice President

Current

Jacksonville, Florida Area

Monitoring and preventing excessive naked short selling in Equity in adherence with Regulation SHO (SEC RULE 204)Preserving and maintaining accurate documentation of CNS fail obligation close-out to produce to regulators upon request for Finra's exam

Feb 2016 - Present

Funding And Asset Transfer Analyst

Jacksonville, Florida Area

Internal and external investors asset transfer trough the industry standard means "ACAT"for participating firms and non-ACAT for others. Provided phone coverage support in a call setting environment to educate the advisory group of appropriate ways to move assets for strategic planning.

Jul 2012 - Feb 2016

Insurance Operation Rep

Jacksonville, Florida Area

Collaborated with partnered Insurance companies in reconciling agreed upon commission rate per insurance product sold for timely pay out of commission to Financial Advisers.

Jul 2010 - Oct 2012

Operation Specialist

Greater San Diego Area/ Jacksonville, FL Area

Jul 2000 - Jul 2005
Team & coworkers

Colleagues at Bank of America

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2 education records

James Mathieu education

Bachelor’S Degree, Financial Planning And Services

University Of North Florida - College Of Business Administration
FAQ

Frequently asked questions about James Mathieu

Quick answers generated from the profile data available on this page.

What company does James Mathieu work for?

James Mathieu works for Bank of America.

What is James Mathieu's role at Bank of America?

James Mathieu is listed as Senior Vice President at Bank of America at Bank of America.

Where is James Mathieu based?

James Mathieu is based in Jacksonville, Florida, United States while working with Bank of America.

What companies has James Mathieu worked for?

James Mathieu has worked for Bank Of America, Bank Of America Merrill Lynch, Merrill Edge, Merrill Lynch, and Us Navy.

Who are James Mathieu's colleagues at Bank of America?

James Mathieu's colleagues at Bank of America include Kapil K, 李宜融, Judy Chetri, Ravi Kalavakuntla, and Chandler Hales.

How can I contact James Mathieu?

You can use AeroLeads to view verified contact signals for James Mathieu at Bank of America, including work email, phone, and LinkedIn data when available.

What schools did James Mathieu attend?

James Mathieu holds Bachelor’S Degree, Financial Planning And Services from University Of North Florida - College Of Business Administration.

What skills is James Mathieu known for?

James Mathieu is listed with skills including Financial Analysis, Banking, Investments, Microsoft Excel, Portfolio Management, Risk Management, Customer Service, and Financial Services.

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