James Beare, Mba, Ctp

James Beare, Mba, Ctp Email and Phone Number

Executive Director - Treasury Management Consulting Senior Manager @ Wells Fargo
Los Angeles, CA, US
James Beare, Mba, Ctp's Location
Los Angeles Metropolitan Area, United States
About James Beare, Mba, Ctp

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.

James Beare, Mba, Ctp's Current Company Details
Wells Fargo

Wells Fargo

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Executive Director - Treasury Management Consulting Senior Manager
Los Angeles, CA, US
Website:
wellsfargo.com
Employees:
205138
James Beare, Mba, Ctp Work Experience Details
  • Wells Fargo
    Executive Director - Treasury Management Consulting Senior Manager
    Wells Fargo
    Los Angeles, Ca, Us
  • Jpmorgan Chase & Co.
    Executive Director - Treasury Sales Group Manager - Life Sciences
    Jpmorgan Chase & Co. Jan 2023 - Present
    Irvine, California, United States
  • Jpmorgan Chase & Co.
    Treasury Sales Group Manager - Life Sciences
    Jpmorgan Chase & Co. Nov 2021 - Jan 2023
    Irvine, California, United States
  • Jpmorgan Chase & Co.
    Vp - Treasury Management Officer
    Jpmorgan Chase & Co. Sep 2019 - Dec 2021
    Greater Los Angeles Area
  • Jpmorgan Chase & Co.
    Vp - Treasury Management Officer, Financial Sponsors Group
    Jpmorgan Chase & Co. May 2018 - Sep 2019
    Dallas, Texas
  • Dallas Association For Financial Professionals (Dallas Afp) (Dafp)
    Board Member
    Dallas Association For Financial Professionals (Dallas Afp) (Dafp) Jan 2019 - Sep 2019
    Dallas, Texas
    Communications Chair
  • Wells Fargo
    Vice President - Treasury Management Consultant
    Wells Fargo May 2017 - May 2018
    Dallas, Tx
  • Wells Fargo
    Assistant Vice President - Treasury Management Consultant
    Wells Fargo Jan 2015 - Apr 2017
    Dallas/Fort Worth Area
    I 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.
  • Wells Fargo
    Treasury Management Analyst
    Wells Fargo Apr 2013 - Dec 2014
    Fort Worth, Tx
    Provides 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
  • Ace Exhibits
    Account Manager
    Ace Exhibits Jul 2011 - Apr 2013
    Greater Los Angeles Area
    Ace 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..
  • Hurst Glass & Screen
    General Manager
    Hurst Glass & Screen Jun 2008 - Jul 2011
    Retail 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.
  • Eg Academy
    Toefl English Instructor
    Eg Academy Jun 2007 - May 2008
    Leader 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.
  • Home Center Realty
    Counseling Coordinator
    Home Center Realty Feb 2006 - Jun 2007
    Recruited 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

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.

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