Client Services Manager
Jim joined the Plan 4 Financial team in February 2023, bringing 30 years of global capital markets experience and achievements in revenue generation, client relationship building, risk management, and business development with several of the world's largest investment banks.
At JPM Morgan and Morgan Stanley, Jim developed and led teams delivering global securities finance solutions to institutional clients and broker-dealer counterparts. At Goldman Sachs, he led the equity finance product development effort, the New York international equity finance trading team, and elements of the internal audit group.
Jim earned an MBA degree from Columbia University and a BBA degree from the University of Notre Dame.