Director, Investment Banking
Current
Dec 2024 - Present
AeroLeads people directory · profile
James S. Beall, Cfa Email & Phone Number
Director, Investment Banking at BMO Capital Markets
at
BMO Capital Markets
1 work email found
@jpmorgan.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Director, Investment Banking at BMO Capital Markets
Location
New York City Metropolitan Area, United States, United States
Who is James S. Beall, Cfa? Overview
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Quick answer
James S. Beall, Cfa is listed as Director, Investment Banking at BMO Capital Markets at BMO Capital Markets, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at jpmorgan.com and a matched LinkedIn profile for James S. Beall, Cfa.
James S. Beall, Cfa previously worked as Director, Investment Banking at Bmo Capital Markets and Vice President, Investment Banking at Bmo Capital Markets. James S. Beall, Cfa holds Master Of Business Administration, Finance from Columbia Business School.
Company email context
Email format at BMO Capital Markets
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*@jpmorgan.com
68% confidence
AeroLeads found 1 current-domain work email signal for James S. Beall, Cfa. Compare company email patterns before reaching out.
Profile bio
About James S. Beall, Cfa
James is a Director with BMO's Global Financial Institutions Group (FIG) Investment Banking team in New York, NY. With a background originally in private wealth management and life insurance brokerage, he covers primarily insurers and insurtech company clients in a broad range of investment banking services, including M&A advisory and capital markets execution.James earned his MBA from Columbia Business School (CBS) in 2018. While at Columbia, he served as President of the CBS Investment Banking Club and was an active member of the Hermes Society.James also holds a BS in engineering and BA in economics from Swarthmore College; earned the CFA charter in 2015; and holds the Series 7, 66, and 79 FINRA licenses.
Listed skills include Insurance, Microsoft Excel, Valuation, Microsoft Office, and 21 others.
Current workplace
James S. Beall, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
12 roles
James S. Beall, Cfa work experience
A career timeline built from the work history available for this profile.
Vice President, Investment Banking
Jun 2024 - Dec 2024
Aug 2022 - Jun 2024
Jan 2022 - Aug 2022
Jan 2020 - Dec 2021
Jul 2018 - Dec 2019
Jun 2017 - Aug 2017
Director Of Investment & Insurance Services
Prior positions: Director-Client Services, Senior Analyst-Client Services, Client Service Coordinator
Jun 2011 - Jul 2016
Credit Risk Management Intern
Aug 2010 - Aug 2010
Marketing Strategy Intern
Executive Operations Management
Jan 2009 - Jan 2009
Electrical Engineering Intern
Jan 2008 - Jan 2008
Civil Engineering Project Participant
Jun 2006 - Jul 2006
3 education records
James S. Beall, Cfa education
Master Of Business Administration, Finance
Columbia Business School
Bachelor Of Science, Bachelor Of Arts, Engineering, Economics
Swarthmore College
Education record
Collegiate School
FAQ
Frequently asked questions about James S. Beall, Cfa
Quick answers generated from the profile data available on this page.
What company does James S. Beall, Cfa work for?
James S. Beall, Cfa works for BMO Capital Markets.
What is James S. Beall, Cfa's role at BMO Capital Markets?
James S. Beall, Cfa is listed as Director, Investment Banking at BMO Capital Markets at BMO Capital Markets.
What is James S. Beall, Cfa's email address?
AeroLeads has found 1 work email signal at @jpmorgan.com for James S. Beall, Cfa at BMO Capital Markets.
Where is James S. Beall, Cfa based?
James S. Beall, Cfa is based in New York City Metropolitan Area, United States, United States while working with BMO Capital Markets.
What companies has James S. Beall, Cfa worked for?
James S. Beall, Cfa has worked for Bmo Capital Markets, J.P. Morgan, Citi, Johnson Kendall Johnson, and Ocbc Bank.
How can I contact James S. Beall, Cfa?
You can use AeroLeads to view verified contact signals for James S. Beall, Cfa at BMO Capital Markets, including work email, phone, and LinkedIn data when available.
What schools did James S. Beall, Cfa attend?
James S. Beall, Cfa holds Master Of Business Administration, Finance from Columbia Business School.
What skills is James S. Beall, Cfa known for?
James S. Beall, Cfa is listed with skills including Insurance, Microsoft Excel, Valuation, Microsoft Office, Corporate Finance, Dcf Valuation, Finance, and Series 7.
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