Jim Wallis

Jim Wallis Email and Phone Number

CPA and Real Estate Broker @
Jim Wallis's Location
Clayton, Georgia, United States, United States
Jim Wallis's Contact Details
About Jim Wallis

CPA with a career in public accounting and banking where real estate was a common thread...I am pleased to offer tax, financial and real estate advisory services through Rainwater Advisors, LLC and York Realty LLC. • Retired international tax partner with KPMG specializing in real estate and financial services• Former CFO of Decatur Federal Savings and Loan• Former CFO of Provident Bank of Maryland, Baltimore, MD• Founding CEO and CFO of Mountain Heritage Bank, Clayton, GA

Jim Wallis's Current Company Details
Rainwater Advisors, LLC

Rainwater Advisors, Llc

CPA and Real Estate Broker
Jim Wallis Work Experience Details
  • Rainwater Advisors, Llc
    Managing Director
    Rainwater Advisors, Llc Jul 2011 - Present
    Clayton, Georgia
    Provide tax and financial advisory services to individuals, small businesses, Boards of Directors, and CEO/CFOs of community banks including profitability planning, capital planning, strategic planning, liquidity management, asset-liability management, mergers and acquisitions
  • York Realty, Llc
    Real Estate Broker
    York Realty, Llc Jun 2021 - Present
    Clayton, Georgia, United States
  • York Realty, Llc
    Director
    York Realty, Llc 2018 - Jun 2021
    Based on a career in public accounting and banking where real estate was a common thread, I am pleased to offer services through York Realty LLC. Located in beautiful Rabun County in the northeast Georgia mountains, an outdoor enthusiast and tourism destination, we are well connected and on top of the residential and commercial transactions in the surrounding areas. If I can be of any assistance, please let me know.
  • Mountain Heritage Bank
    President & Ceo
    Mountain Heritage Bank Jul 2003 - Jun 2011
  • Provident Bank Of Maryland
    Evp And Cfo
    Provident Bank Of Maryland Sep 1995 - Oct 1999
    View
  • Decatur Federal Savings
    Evp & Cfo
    Decatur Federal Savings Jun 1985 - Jan 1992
    Decatur, Georgia
  • Kpmg
    Partner
    Kpmg Jun 1970 - Oct 1985
    View

Jim Wallis Skills

Financial Analysis Financial Modeling Mergers And Acquisitions Due Diligence Mergers Banking Strategic Financial Planning Restructuring Financial Services Risk Management Portfolio Management Credit Analysis Financial Institutions Commercial Banking Executive Management Investment Banking Alm Investor Relations Financial Risk Financial Structuring Strategic Planning Budgets Management Business Valuation Treasury Management Asset Management Securities Investment Management Loans Credit Corporate Governance Financial Advisory Funding Corporate Finance Capital Markets Valuation Managerial Finance Cash Flow Finance Analysis Small Business Lending Commercial Lending Structured Finance Investments Private Equity Financial Planning Estate Planning Commercial Real Estate Real Estate

Jim Wallis Education Details

Frequently Asked Questions about Jim Wallis

What company does Jim Wallis work for?

Jim Wallis works for Rainwater Advisors, Llc

What is Jim Wallis's role at the current company?

Jim Wallis's current role is CPA and Real Estate Broker.

What is Jim Wallis's email address?

Jim Wallis's email address is j.****@****ail.com

What is Jim Wallis's direct phone number?

Jim Wallis's direct phone number is +170698*****

What schools did Jim Wallis attend?

Jim Wallis attended Mississippi State University.

What skills is Jim Wallis known for?

Jim Wallis has skills like Financial Analysis, Financial Modeling, Mergers And Acquisitions, Due Diligence, Mergers, Banking, Strategic Financial Planning, Restructuring, Financial Services, Risk Management, Portfolio Management, Credit Analysis.

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