James Cantwell

James Cantwell Email and Phone Number

Founder at The Cantwell Advisory specializing in operational efficiency for RIAs, Family Offices, and Wealth Managers @ WealthTech Select
James Cantwell's Location
Greater Phoenix Area, United States
James Cantwell's Contact Details

James Cantwell work email

James Cantwell personal email

n/a
About James Cantwell

James Cantwell is a highly accomplished senior-level business leader with over 20 years of experience developing teams, implementing technology, and improving processes, enabling firms to scale and lower costs. James spent most of his career in FinTech, working with Investment Management firms to assess current and future needs and develop and implement strategies towards that end. During that time, he managed numerous Operations teams, built successful and profitable professional services teams for SS&C Advent, joined a start-up consulting firm to head up business development, and now runs an independent consultant organization where he aids non-profits, small, and medium-sized businesses in building out growth strategies and implementing their technology ecosystem.Core competencies include:• Business Development• Project Management• Software Implementation• Client Relationship Management• Process Optimization• Recruiting and cultivation of talent

James Cantwell's Current Company Details
WealthTech Select

Wealthtech Select

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Founder at The Cantwell Advisory specializing in operational efficiency for RIAs, Family Offices, and Wealth Managers
James Cantwell Work Experience Details
  • Wealthtech Select
    Founder
    Wealthtech Select Jan 2024 - Present
    Phoenix, Arizona, United States
    View
  • The Cantwell Advisory
    Founder
    The Cantwell Advisory Nov 2019 - Present
    Arizona, United States
    View
  • The Cantwell
    Co-Owner
    The Cantwell Jan 2020 - Present
    Arizona, United States

James Cantwell Skills

Financial Services Asset Management Business Analysis Investments Management Portfolio Management Project Management Equities Mutual Funds Consulting Enterprise Software Asset Managment Hedge Funds Professional Services Crm Securities Fixed Income Back Office Integration Trading Trading Systems Saas Account Reconciliation Process Improvement Leadership Strategy Financial Markets Options Risk Management Relationship Management Strategic Planning Asset Allocation Bloomberg Order Management Alternative Investments Electronic Trading Capital Markets Market Data Business Process Improvement Derivatives Wealth Management Process Optimization Salesforce.com Financial Analysis Software Project Management Conflict Resolution Finance Advent Axys Apx

Frequently Asked Questions about James Cantwell

What company does James Cantwell work for?

James Cantwell works for Wealthtech Select

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

James Cantwell's current role is Founder at The Cantwell Advisory specializing in operational efficiency for RIAs, Family Offices, and Wealth Managers.

What is James Cantwell's email address?

James Cantwell's email address is jc****@****ent.com

What is James Cantwell's direct phone number?

James Cantwell's direct phone number is +150353*****

What are some of James Cantwell's interests?

James Cantwell has interest in Financial Software, Economic Empowerment, Civil Rights And Social Action, Investing, Education, Management Training, Hiking, Running, Disaster And Humanitarian Relief, Animal Welfare.

What skills is James Cantwell known for?

James Cantwell has skills like Financial Services, Asset Management, Business Analysis, Investments, Management, Portfolio Management, Project Management, Equities, Mutual Funds, Consulting, Enterprise Software, Asset Managment.

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