James S. Beall, Cfa

James S. Beall, Cfa Email and Phone Number

Director, Investment Banking at BMO Capital Markets @ BMO Capital Markets
James S. Beall, Cfa's Location
New York City Metropolitan Area, United States, United States
James S. Beall, Cfa's Contact Details

James S. Beall, Cfa personal email

n/a
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.

James S. Beall, Cfa's Current Company Details
BMO Capital Markets

Bmo Capital Markets

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Director, Investment Banking at BMO Capital Markets
James S. Beall, Cfa Work Experience Details
  • Bmo Capital Markets
    Director, Investment Banking
    Bmo Capital Markets Dec 2024 - Present
    Toronto, On, Ca
    View
  • Bmo Capital Markets
    Vice President, Investment Banking
    Bmo Capital Markets Jun 2024 - Dec 2024
    Toronto, On, Ca
    View
  • J.P. Morgan
    Vice President, Investment Banking
    J.P. Morgan Aug 2022 - Jun 2024
    New York, Ny, Us
    FIG Investment Banking - Insurance/InsurTech
    View
  • Citi
    Vice President, Investment Banking
    Citi Jan 2022 - Aug 2022
    New York, New York, Us
    FIG Investment Banking - Insurance/InsurTech
    View
  • Citi
    Investment Banking Senior Associate
    Citi Jan 2020 - Dec 2021
    New York, New York, Us
    FIG Investment Banking - Insurance/InsurTech
    View
  • Citi
    Investment Banking Associate
    Citi Jul 2018 - Dec 2019
    New York, New York, Us
    FIG Investment Banking - Insurance/InsurTech
    View
  • Citi
    Investment Banking Summer Associate
    Citi Jun 2017 - Aug 2017
    New York, New York, Us
    FIG Investment Banking
    View
  • Johnson Kendall Johnson
    Director Of Investment & Insurance Services
    Johnson Kendall Johnson Jun 2011 - Jul 2016
    Newtown, Pa, Us
    Prior positions: Director-Client Services, Senior Analyst-Client Services, Client Service Coordinator
    View
  • Ocbc Bank
    Credit Risk Management Intern
    Ocbc Bank Aug 2010 - Aug 2010
    Singapore, Singapore, Sg
    View
  • Executive Operations Management
    Marketing Strategy Intern
    Executive Operations Management Jan 2009 - Jan 2009
  • Power Concepts, Llc
    Electrical Engineering Intern
    Power Concepts, Llc Jan 2008 - Jan 2008
    New York, Ny, Us
    View
  • Columbia University
    Civil Engineering Project Participant
    Columbia University Jun 2006 - Jul 2006
    New York, Ny, Us
    View

James S. Beall, Cfa Skills

Insurance Microsoft Excel Valuation Microsoft Office Corporate Finance Dcf Valuation Finance Series 7 Life Insurance Financial Analysis Investments Uniform Combined State Law Retirement Planning Comparable Analysis Financial Modeling Series 66 Powerpoint Estate Planning Term Life Insurance Health Insurance Leadership Microsoft Powerpoint Wealth Disability Insurance Long Term Care Insurance

James S. Beall, Cfa Education Details

  • Columbia Business School
    Columbia Business School
    Finance
  • Swarthmore College
    Swarthmore College
    Economics
  • Collegiate School
    Collegiate School

Frequently Asked Questions about James S. Beall, Cfa

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 the current company?

James S. Beall, Cfa's current role is Director, Investment Banking at BMO Capital Markets.

What is James S. Beall, Cfa's email address?

James S. Beall, Cfa's email address is ja****@****iti.com

What schools did James S. Beall, Cfa attend?

James S. Beall, Cfa attended Columbia Business School, Swarthmore College, Collegiate School.

What skills is James S. Beall, Cfa known for?

James S. Beall, Cfa has skills like Insurance, Microsoft Excel, Valuation, Microsoft Office, Corporate Finance, Dcf Valuation, Finance, Series 7, Life Insurance, Financial Analysis, Investments, Uniform Combined State Law.

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