James George Email & Phone Number

Western Region

J.P. Morgan is a global provider of escrow services, with experience across multiple areas including M&A, litigation, real estate, debt capital markets and bankruptcy. Backed by the financial strength of J.P. Morgan with over $2.5 trillion in assets, we are a global leader in the corporate escrow space with escrow servicing offices spanning 5 continents:- $450+ billion in escrow and liquidity deposits- 2,700 active escrow transactions- 1,500+ new escrow mandates last year- 100+ experienced global escrow professionals

Los Angeles Metropolitan Area

Coordinated national sales initiatives across private bank offices in New York, Washington D.C., and Los Angeles to source new business opportunities from a network of attorney referral sources. Oversaw the customer experience to ensure the client is at the center of everything we do. Product manager responsible for creating line of business and working with senior leadership to obtain product approval.

Greater Los Angeles Area

Led business development activities for the Global Trust Services division of MUFG Union Bank, N.A, focusing on Corporate Escrow, Corporate & Municipal Bond Issuances, Institutional Custody and IPA programs in Southern California, and the South East and Mid West markets. Ensured a smooth account opening by offering a streamlined due diligence/Know Your Customer process and working with internal counsel to provide comments in a timely manner.

San Gabriel Valley

Managed the business development efforts for Wells Fargo’s Middle Market Banking Office in the San Gabriel Valley, partnering with the leaders of middle market companies with annual revenues between $20 million and $1 billion to understand their business and leverage the appropriate capabilities within Wells Fargo to help each company achieve their financial and strategic goals.

Greater Los Angeles Area

Responsible for business development activities that supported the Corporate Trust Services division of Wells Fargo Bank in California, Arizona and Nevada. Wells Fargo Corporate Trust specializes in offering Private M&A Escrow services and Corporate Debt Trustee services to middle-market and large corporate clients. My administration team and I were committed to providing flawless execution and ensuring a smooth closing, so that our clients and referral sources could focus on the transaction at hand.

Greater Los Angeles Area

Responsible for business development of M&A Escrow and Corporate Debt Trustee services to middle-market and large corporate clients in California, Arizona and Nevada. Developed a network of clients, law firms, investment bankers and other industry professionals to secure new business opportunities.

Los Angeles, Ca

Responsible for business development of Business Escrow services to lower middle-market companies and Municipal Trust services to Municipal issuers in California. Educated internal banking partners about Corporate Trust services and how to identify opportunities with their corporate clients

Greater Los Angeles Area

Responsible for driving revenue and reducing expenses in order to manage an efficient business, while working in the Glendale, Burbank and North Hollywood region. I started the Enterprise Rent-A-Car Management Training program as a Management Trainee and was promoted to Management Assistant within 9 months. After one month as a Management Assistant I was promoted to Assistant Manager of a branch in North Hollywood that included a satellite location and two inventories of vehicles to manage. I was responsible for analyzing branch and regional financials on a daily basis, adjusting sales strategy accordingly, while managing accounts receivables and the protection of assets. I trained employees on sales techniques to maximize income potential and interacted with clients on problem resolutions.

Master Of Business Administration (M.B.A.)

Bs, Marketing And Finance

Activities and Societies: Erb Memorial Union Board of Directors, Associated Students of the Universtiy of Oregon Student Senator, Student.