Bio
Credentials
-
Series 7, 63, 65;
U.S. Securities and Exchange Commission
Experience
-
-
CEO, Founder, Owner
-
-
-
Authorized Distributor, SmartZ Technologies, LLC
-
2009 - Present
Took the New England and Mid-Atlantic region from last place to first in my second year. After a hiatus, was re-instituted as the South East business development executive that was then in last place. Took them to the leading region in revenues and large client engagements in my first year.
-
-
-
SilverBack Solutions
-
Atlanta, GA
-
Owner
-
Mar 2006 - Present
-
Atlanta, GA
Like many entrepreneurial endeavors this was born out of both necessity and a passion for delivering best practices and technologies across an array of services important to most enterprises. We've all faced disappointing relationships and associations and it is our intent to ensure that neve...
-
-
-
Proudfoot Consulting
-
Atlanta, GA
-
Senior Vice President
-
May 2005 - Nov 2007
-
Atlanta, GA
An International arm of Management Consulting Group, London, England, James worked in a senior business development role focusing on the New York metropolitan market and most of New England as well as national and international market opportunities. Headquartered in West Palm Beach, FL and Atlant...
-
-
-
USC Consulting Group
-
Atlanta, GA
-
NE & SE Regional Director, Bus.Dev.
-
2002 - May 2005
-
Atlanta, GA
As business development executive, I met with Fortune 1000 executives (CEO, CFO, COO) and officers along with their implementation teams for organizational change initiatives. My role was to energize their thinking and implement transformational consulting engagements. This included process impr...
-
-
-
UBS
-
Boston, MA
-
Sr. Vice President, Private Client Group
-
1998 - 2002
-
Boston, MA
Exceeded previous records in new account acquisition and managed client accounts during some of the most turbulent times in the investment industry's history. While most practitioners were losing accounts out of fear and trepidation, I was adding new clients by 2-3 per week and substantially ...
-
-
Education
-
1976 - 1977Cornell University
-
1975 - 1976West Virginia University
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Management Consulting”
Need a custom project? We'll create a solution designed specifically for your project.
References
Community