Jim Morris Email & Phone Number

As a dynamic senior leader, I have a history of success building and coaching vibrant, top-performing teams – creating scalable equity trading and commercial banking infrastructures that exceed ambitious business objectives. My reputation as an inspiring, kind, compassionate mentor with high integrity and a creative problem solver championing clients is well deserved. Throughout my career spanning Goldman Sachs, Scotiabank and more, I have built highly effective work teams across diverse geographies and cultures including North America and Latin America (Latam). Peers would describe me as a strong commercial asset, a trusted pair of hands to build scalable infrastructure, recruit top teams, manage a business and optimize a diverse risk portfolio. At Scotiabank I consistently attained top employee satisfaction levels of 85%+.The most significant achievements to date are creating the Scotiabank Equity Trading enterprises in the US, and then in Latin American (Mexico, Chile, Peru, Colombia and Brazil) with a focus on foreign exchange (FX), equity capital markets (ECM, debt capital markets (DCM), equities and derivatives. In Latin America I achieved the 5-year plan in just 3 years, delivering 140% of projected revenue by launching equity trading. I built the business from Top 15 to a Top 5 market share in 3 countries within 3 years. Member: Scotia Capital USA Board of Directors | Scotiabank Colpatria Board of Directors Chair: Scotiabank Best Execution Committee | Tristan’s Gift of Hope (Pediatric Cancer)Senior Sponsor: Latam Transformation Steering CommitteeCommittees: Scotiabank US Market Risk | Scotiabank US Liquidity and Counterparty Risk GBM Strategic and Business Initiatives Committee | Scotiabank Change Advisory Scotiabank US Management | Scotiabank Equity Capital CommitmentStrengths: Strategic Planning – Equity Capital Markets (ECM) – Debt Capital Markets (DCM) – Equities – Global Investments – Foreign Exchange (FX) – Recruiting – Team Motivation – Coaching & Mentoring – Employee Engagement – Client Relations – US Investments – Latam Investments – Revenue Growth – Fixed Income – Derivatives – Fixed Income Investments – Risk Management – Corporate & Commercial Banking – M&A – Global Investment Banking – Client Strategy

• 

  Boston College

  Finance, General