James Kiley Email & Phone Number

Boston, Ma, Us

Boston, Ma, Us

Boston, Ma, Us

I help support and consult with Fidelity clients who have managed portfolios.

San Francisco, California, Us

Relationship Manager for High Net Worth clientele at high volume regional banking center.Provides comprehensive full balance sheet financial consulting to High Net Worth clientele, specializing in investment management, trust and estate planning, and custom credit solutions.Leads High Net Worth client development initiative. Trained and mentored a team of 10+ bankers on running effective discovery meetings, proper segmentation to augment the High Net Worth client experience, and long term systematic client retention strategies. Notable Accomplishments:- Improved High Net Worth client segmentation metrics by more than 200%- Grew new assets under management by more than 75% year over year

Charlotte, Nc, Us

Designed sophisticated investment models for High Net Worth clients by blending quantitative analysis and behavioral finance into a systematic, rules-based portfolio management process.Created a quantitative, goals-based investment management algorithm to systematically remove behavioral biases from the portfolio management process.Developed multi-tiered service model that provided capacity to build deeper, more personal relationships and grow assets under management through referrals from satisfied clients and key centers of influenceNotable Accomplishments:- Exceeded all performance expectations for 36 consecutive months and completed theprestigious Merrill Lynch Practice Management Development Program.- Two-time attendee at annual Practice Management Development Excellence Trainingfor Top Quintile advisors.

Provided sophisticated, tax efficient liquidity strategies to owners of concentrated equity positions without the necessity of a sale.Offered recourse and non-recourse no-margin-call loans against free trading, aged affiliate, and restricted stock.Developed trusted relationships with key centers of influence in the investment banking, financial services, legal, accounting, and specialized lending lines of business through monthly consulting engagements.Notable Accomplishments:- Consulted with C-Level executives on strategies for effectively managing stock options in executive compensation package.- Managed book of several hundred centers of influence from every industry all over the world.

New York, Ny, Us

Managed High Net Worth investment initiatives at multiple retail banking centers.Collaborated with key leadership personnel and developed strategies for integrating the banking and investment lines of business to deepen High Net Worth relationships and provide a more comprehensive end to end client experience.Trained, mentored, and partnered with top regional bankers and bank leadership on best practices for running more effective client discovery interviews to identify investment opportunities during client interactions.Notable Accomplishments:-Consistently scheduled more than 20 prospect meetings each week.