With a robust background in accounting and tax, James brings over 9 years of experience managing high net worth private client files. James' career began in a unique realm as a professional athlete with the Detroit Tigers and Cincinnati Reds, where he honed leadership and teamwork skills. James holds CPA and CPA (IL) accreditations, emphasising his commitment to excellence and setting an example for his children.
In his previous role, James specialized in personal and business cross-border tax situations, assisting clients in navigating complex tax landscapes.
Outside of work, James enjoys golf, gym activities, reading a new book every month, and volunteering on the Board of Directors at Riverside Country Club.
Phone
1.800.505.5503Chief Executive Officer & Principal
Principal
President and Chief Operating Officer
Associate Principal
Head of Technology and Data Solutions
Director, Human Resources
Head of Corporate Development
Head of Strategic Client Credit
Director of Finance
Client Solutions Manager
Chief Legal Officer
Senior Advisor - Finance & Banking
Senior Advisor - Solutions
Client Solutions Manager
Client Solutions Manager
Client Solutions Manager
Client Solutions Manager
Client Solutions Manager
Client Solutions Manager
Client Solutions Manager
Senior Financial Analyst
Client Solutions Manager
Senior Actuary
Financial Analyst
Solutions Analyst
Director, Operations
Senior Manager, Sales Enablement
Account Manager
Account Manager
Account Manager
Account Manager
Account Manager
Account Manager
Account Manager
Client Solutions Associate
Account Manager
Account Manager
Account Manager
Senior Account Service Representative
Senior Account Service Representative
Senior Account Service Representative
Client Solutions Manager
Account Service Representative
Account Service Representative
Account Service Representative, Financing Specialist
Account Service Representative
Account Service Representative
Account Service Representative
Underwriting Team Lead
Senior Underwriting Associate
Underwriting Associate
Underwriting Administrator
Underwriting Administrator
Client Solutions Manager
Business Performance Manager
Manager, Optimization
Legal Counsel
Life License and Contract Specialist
Legal Counsel
Director of Enterprise Accounting
Human Resources Administrator
Office Manager
Senior Training Coordinator
Special Projects Analyst
IT Systems Administrator
Market Research Analyst
Executive Assistant, Operations
Executive Assistant
Executive Assistant
Corporate Controller
Controller
Client Solutions Manager
Senior Financial Administrator