James Botsford

James Botsford Email and Phone Number

Sr. Vice President @ Cape Cod Five
orleans, massachusetts, united states
James Botsford's Location
United States, United States
James Botsford's Contact Details

James Botsford work email

James Botsford personal email

n/a

James Botsford phone numbers

About James Botsford

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

James Botsford's Current Company Details
Cape Cod Five

Cape Cod Five

View
Sr. Vice President
orleans, massachusetts, united states
Website:
capecodfive.com
Employees:
429
James Botsford Work Experience Details
  • Cape Cod Five
    Senior Vice President
    Cape Cod Five May 2004 - Present
    Eastern Massachusetts
    Certified Financial Planner and manager responsible for business development team of Trust & Asset Management Group. Grew AUM from $0 to $2 Billion.
    View
  • Cape Cod Bank & Trust
    V.P. Private Banking
    Cape Cod Bank & Trust Sep 1997 - May 2004
    Business Development for asset management group
  • Bank Of Boston
    V.P. Private Banking
    Bank Of Boston Jan 1993 - Oct 1997
    Private Bank lender for HNW individuals and professionals in Southeastern Mass. & Cape Cod
    View
  • Cape Cod Bank & Trust
    Vice President
    Cape Cod Bank & Trust 1986 - 1993
    Branch Manager and Commercial Lender via Management Training Program.

James Botsford Skills

Financial Services Portfolio Management Asset Management Investments Wealth Management Finance Strategic Planning Loans Asset Managment Commercial Lending Banking Sales Financial Analysis Private Banking Business Development Nonprofits High Net Worth Individuals Non Profits Personal Financial Planning Financial Planning Investment Strategies Strategic Financial Planning Asset Allocation Relationship Cultivation Retirement Planning Equities Estate Planning Retirement Wealth Management Services

James Botsford Education Details

Frequently Asked Questions about James Botsford

What company does James Botsford work for?

James Botsford works for Cape Cod Five

What is James Botsford's role at the current company?

James Botsford's current role is Sr. Vice President.

What is James Botsford's email address?

James Botsford's email address is jb****@****ive.com

What is James Botsford's direct phone number?

James Botsford's direct phone number is (508)-240*****

What schools did James Botsford attend?

James Botsford attended College For Financial Planning, Salem State University, Cape Cod Community College, Nauset Regional High School.

What are some of James Botsford's interests?

James Botsford has interest in Travel And Living On Cape Cod, Social Services, Enjoy Golf, Fishing.

What skills is James Botsford known for?

James Botsford has skills like Financial Services, Portfolio Management, Asset Management, Investments, Wealth Management, Finance, Strategic Planning, Loans, Asset Managment, Commercial Lending, Banking, Sales.

Who are James Botsford's colleagues?

James Botsford's colleagues are Lisa Fisher, Gary Brown, Kristine Mccracken, Sophia Bedell, Joseph P. Egan, Bradford Whetstone, Matthew Pentoney.

Not the James Botsford you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.