James Atkinson Email & Phone Number

Fort Lauderdale, FL, US

As a Vice President and Banker at J.P. Morgan Private Bank, I work closely with affluent clients whose goals have evolved to more complex sets of needs across their balance sheets. I serve as their advocate, providing an entry point to the premier offerings of an industry leader.I bring a dedication to purpose, handling high-impact relationships with a.

• Resolve process gaps in logistics, supply, and maintenance management systems. Provide management support for multiple distribution centers. Analyze field reports and distinguish routine critical report.
• Successfully planned, executed and completed a 6month Deployment to Belize for Persistence Presence 2016, a National Assistance effort in training evaluating and assisting the Belize nation military in civil affairs.
• Successfully planned, executed and completed Continuing Promise 2015 (CP15) and Beyond The Horizons 2016 (BTH16), national assistance projects in Nicaragua and Guatemala where over 8,000 patients were screened.
• Managed a team of 30 technical experts with 28 direct reports, consulting public administrators in public relations efforts.
• Facilitated the assessment and build out of two separate engineering projects for CP15 Nicaragua and BTH16 Guatemala.
• Successfully accounted for and distributed over $10,000 worth of medical supplies, school supplies, and athletic equipment to local schools and hospitals during CP15.

New York, New York, US

New York, NY, US

Building comprehensive financial plans by utilizing Morgan Stanley’s modern wealth tools.Disclosures: © 2019 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or.

Springfield, Massachusetts, US

• I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
• Retirement income solutions
• Estate strategies
• Employee benefit and retention services
• Business continuation strategiesI am licensed to sell insurance in: Florida.

• Managed, budgeted and negotiated over 65 individual projects valued over $1,250,000. Coordinate project schedules, assign tasks, and hold meetings to facilitate workers. Provide accurate and timely project status.
• Responsible for managing and budgeting over 65 individual projects valued over $1,250,000.
• Maximized profits by reviewing and ensured the legitimacy of material purchase orders, finding cheaper vendors, which resulted in a 51.5% increase in final profit.
• Evaluated and managed internal relationships with fabricators and installers across multiple jobs resulting in higher cost savings.
• Negotiated, managed and implemented strategic relationships with general contractors and other significant clients resulting in increased profitability.
• Implemented scheduling and lead manpower management through analytical thinking and data driven decision-making, optimizing resource costs.

Bachelor Of Business Administration (B.B.A.), Risk Management And Insurance

Yellow Belt, Lean Six Sigma

Supply Chain Management, Logistics, Materials, And Supply Chain Management