Senior Vice President
CurrentCertified Financial Planner and manager responsible for business development team of Trust & Asset Management Group. Grew AUM from $0 to $2 Billion.
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@capecodfive.com
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1 phone found area 508
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LinkedIn matched
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James Botsford is listed as Senior Vice President at Cape Cod Five, a with 429 employees, based in United States. AeroLeads shows a work email signal at capecodfive.com, phone signal with area code 508, and a matched LinkedIn profile for James Botsford.
James Botsford previously worked as V.P. Private Banking at Cape Cod Bank & Trust and V.P. Private Banking at Bank Of Boston. James Botsford holds Cfp, Financial Planning from College For Financial Planning.
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AeroLeads found 1 current-domain work email signal for James Botsford. Compare company email patterns before reaching out.
Thirty + years of experience in financial services including the last 25 years helping High Net Worth individuals gain financial peace of mind. Sales Team Leader for Wealth Management Group responsible for gathering assets and building relationships. Certified Financial Planner since 2001 with previous experience including Commercial Lending and Retail Management with an emphasis on sales.Specialties: Business Development, Relationship Cultivation
Listed skills include Financial Services, Portfolio Management, Asset Management, Investments, and 25 others.
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Eastern Massachusetts
Certified Financial Planner and manager responsible for business development team of Trust & Asset Management Group. Grew AUM from $0 to $2 Billion.
Business Development for asset management group
Private Bank lender for HNW individuals and professionals in Southeastern Mass. & Cape Cod
Branch Manager and Commercial Lender via Management Training Program.
Other employees you can reach at capecodfive.com. View company contacts for 429 employees →
Ryan Jackson
Colleague at Cape Cod FiveBarnstable County, Massachusetts, United States
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Brooke Debarros
Colleague at Cape Cod FiveBarnstable County, Massachusetts, United States
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Susan Morris
Colleague at Cape Cod FiveMarstons Mills, Massachusetts, United States
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Justin Bernier
Colleague at Cape Cod FiveMarstons Mills, Massachusetts, United States
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Svetlana Gemborys, Fpqp®
Colleague at Cape Cod FiveBrewster, Massachusetts, United States
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Ronald Cote
Colleague at Cape Cod FiveFall River, Massachusetts, United States
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Marsha Ide
Colleague at Cape Cod FiveBrewster, Massachusetts, United States
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Priscilla Starr
Colleague at Cape Cod FiveBrewster, Massachusetts, United States
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Natalya Lavrenov
Colleague at Cape Cod FiveHyannis, Massachusetts, United States
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Ryan Molta
Colleague at Cape Cod FiveSouthwick, Massachusetts, United States
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Quick answers generated from the profile data available on this page.
James Botsford works for Cape Cod Five.
James Botsford is listed as Senior Vice President at Cape Cod Five.
AeroLeads has found 1 work email signal at @capecodfive.com for James Botsford at Cape Cod Five.
AeroLeads has found 1 phone signal(s) with area code 508 for James Botsford at Cape Cod Five.
James Botsford is based in United States while working with Cape Cod Five.
James Botsford has worked for Cape Cod Five, Cape Cod Bank & Trust, and Bank Of Boston.
James Botsford's colleagues at Cape Cod Five include Ryan Jackson, Brooke Debarros, Susan Morris, Justin Bernier, and Svetlana Gemborys, Fpqp®.
You can use AeroLeads to view verified contact signals for James Botsford at Cape Cod Five, including work email, phone, and LinkedIn data when available.
James Botsford holds Cfp, Financial Planning from College For Financial Planning.
James Botsford is listed with skills including Financial Services, Portfolio Management, Asset Management, Investments, Wealth Management, Finance, Strategic Planning, and Loans.
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