SVP, Global Treasury Management
Jim provides global treasury management solutions and consultative support for clients in New York, Boston and surrounding regions. He began his banking career with Wachovia Bank as a retail banker, focusing on retirement planning and investments. Following Wachovia’s merger with Wells Fargo, he joined the treasury management team as a sales analyst. He later served as a treasury management consultant for Wells Fargo’s government and institutional group, responsible for growing the treasury business in New York and Connecticut. Jim attended the University of North Florida where he earned a BS in Communications. Jim joined Square 1 in 2013.
Outside the Square
- Is a New York Giants season ticket holder.
- Rarely misses an opportunity to see Pearl Jam or Phish when they are playing nearby.
- Enjoys spending weekends with his family and doing yardwork while his 3-year-old son “helps.”
- Treasury Management
- New England
- New York Metro
475 Fifth Avenue
New York, NY 10017