James Beare, Mba, Ctp Email and Phone Number
I lead a regional team of Treasury Management Consultants that work with Life Sciences clientele to support their cash management, liquidity management, and global banking goals.
Wells Fargo
View- Website:
- wellsfargo.com
- Employees:
- 205138
-
Executive Director - Treasury Management Consulting Senior ManagerWells FargoLos Angeles, Ca, Us -
Executive Director - Treasury Sales Group Manager - Life SciencesJpmorgan Chase & Co. Jan 2023 - PresentIrvine, California, United States -
Treasury Sales Group Manager - Life SciencesJpmorgan Chase & Co. Nov 2021 - Jan 2023Irvine, California, United States -
Vp - Treasury Management OfficerJpmorgan Chase & Co. Sep 2019 - Dec 2021Greater Los Angeles Area -
Vp - Treasury Management Officer, Financial Sponsors GroupJpmorgan Chase & Co. May 2018 - Sep 2019Dallas, Texas -
Board MemberDallas Association For Financial Professionals (Dallas Afp) (Dafp) Jan 2019 - Sep 2019Dallas, TexasCommunications Chair -
Vice President - Treasury Management ConsultantWells Fargo May 2017 - May 2018Dallas, Tx -
Assistant Vice President - Treasury Management ConsultantWells Fargo Jan 2015 - Apr 2017Dallas/Fort Worth AreaI find that people in business are generally concerned with making the most out of every dollar they have while at the same time feeling like their money is safe and protected.What I am passionate about is showing people in business the tools available to them that will help them succeed in this, and then helping to create that momentum for positive change. -
Treasury Management AnalystWells Fargo Apr 2013 - Dec 2014Fort Worth, TxProvides sales support to the Treasury Mgmt Sales Consultants. Conducts necessary research and gathers prospect information to prepare Sales Consultants for sales calls. Assists with the development of sales proposals and pricing models. Provides post-sales customer service support including completion of all required implementation documents -
Account ManagerAce Exhibits Jul 2011 - Apr 2013Greater Los Angeles AreaAce Exhibits is a leading provider in the event and trade show display field. When seeking quality business identity signage to promote a company at events, Ace Exhibits can offer the necessary products. My role at Ace Exhibits was that of head account manager; I assisted clients in finding the perfect display for their trade show events.. -
General ManagerHurst Glass & Screen Jun 2008 - Jul 2011Retail glass company specializing in shower door installation, energy-efficient replacement windows, solar screening products, and general window and screen repair. General Manager - Hired by business owner to manage the entire small business operation. * New Business Development: Fostered new business relationships with large commercial clients, including CompUSA, Gap, Old Navy, and Toys R Us. * Sales Increase: Boosted sales nearly 24% from 2008 to 2010. * Team Leadership: Instituted bonus system for excellent sales and improvement in workmanship. Implemented new safety policies that require all glaziers to wear proper safety equipment. All employees are now covered by worker's compensation insurance. Team leadership method has been instrumental in increasing sales, employee satisfaction, and hence customer satisfaction. * Business Growth: Expanded product line to include high-profit products, namely seamless shower enclosures and solar screens. These new products now account for 40% of all sales. * Vendor Relations: Actively sourced and qualified new suppliers in order to improve lead times and increase the company's profit margin.
-
Toefl English InstructorEg Academy Jun 2007 - May 2008Leader in the private education system in the outskirts; Recruited by private education institution on a one year contract to prepare students of various ages for the rigorous college entrance examination battery. * Sales Growth: Greatly increased the number of students in attendance through excellent teaching methodology and reputation, thus increasing sales for the academy. * Intelligent Education Planning: Through collaborative efforts with other teachers, created an education system in which each class built upon each other through use of similar content and subject matter. The result was augmented student satisfaction and comfort, better test scores, and advanced sales. * Customer Satisfaction: Kept in constant contact with students and their parents via email and phone to ensure that any and all issues were addressed promptly and suitably. * Important Go-To Team member: Taught classes on weekends to help boost income. Graded tests for other teachers from various locations to make sure that all students received test results in a timely manner.
-
Counseling CoordinatorHome Center Realty Feb 2006 - Jun 2007Recruited out of college by the CEO to schedule counseling appointments for elderly clients. * Expanded Role in Company: Through diligent work ethic, enlarged role in company to include filing, demographic research, and telemarketing. * Growth Through Creativity: Developed a filing system using Microsoft Access that allowed for market research. Used this information to produce advertisements in tandem with the marketing department that covered areas with high-profit clients. * Valued Team Member: Won two raises in a matter of one month for excellent work production. * Ground-Level Organizer: Played a pivotal role in development and testing of a new, online counseling appointment tracker used not only by Home Center Realty, but by other large reverse mortgage companies as well.
James Beare, Mba, Ctp Education Details
-
History
Frequently Asked Questions about James Beare, Mba, Ctp
What company does James Beare, Mba, Ctp work for?
James Beare, Mba, Ctp works for Wells Fargo
What is James Beare, Mba, Ctp's role at the current company?
James Beare, Mba, Ctp's current role is Executive Director - Treasury Management Consulting Senior Manager.
What schools did James Beare, Mba, Ctp attend?
James Beare, Mba, Ctp attended University Of California, Irvine - The Paul Merage School Of Business, University Of La Verne.
Who are James Beare, Mba, Ctp's colleagues?
James Beare, Mba, Ctp's colleagues are Adam Tompkins, Wayne James, David Sandness, Ayda Sebban, Lisa Motz, Katherine Lile, Pooja Manjunath.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
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.
Start your free trial