Dave James Email & Phone Number

Wealth Management Advisor @ Synovus

View Dave's Email & Phone Number

5 free lookup(s). No credit card required.

If you need more lookups, subscriptions start at $34 USD/month.

Dave James Location

Alpharetta, GA, US

Dave James Work

2018 -now Wealth Management Advisor @
2018 -now Private Wealth Advisor and Chair African American ERG @
2017 -2018 Wealth Management Professional @
2017 -2018 Wealth Management Advisor @
2011 -2017 Wealth Management Professional @
2011 -2017 Wealth Management Advisor @ Branch Banking &Trust, INC. (BB&T)
2006 -2009 Senior @ SUNTRUST BANK, INC.
2008 -2009 SVP South District Manager @
2006 -2008 SVP North District Manager @
2003 -2006 SVP Atlanta Region Private Banking Manager and International Private Banking Manager @
2002 -2003 Private Client Advisor @
2000 -2003 Private Banking Market Executive @
1989 -2003 Market Executive @
1989 -2003 Advisor @
1989 -2003 Private Banking Market Executive @
1985 -2003 SVP Market Executive @
2000 -2002 Vice President Private Banking @
1994 -2000 Senior Team Lead @
1991 -1994 Vice President @ NationsBank
1989 -1991 Assistant Vice President @ North Carolina National Bank
1985 -1989 Manager Cost Analysis and Productivity Measurement @ Unted Carolina Bank

Dave James Education

Queens University of Charlotte
MBA (Business Administration)
Campbell University
Johnson C. Smith University - JCSU
Bachelor of Science (Accounting)
McColl School of Business at Queens University of Charlotte
Master of Business Administration
North Carolina Sound

Dave James Skills

New Business Development
Business Development
Team Leadership
Customer Interaction
Cross-functional Team Leadership
Asset Management
Process Improvement
High Performance Teams
Banking
Commercial Banking
Asset Managment
Private Banking
Loans
Finance
Credit
Small Business Lending
Wealth Management
Retail Banking
High Net Worth Individuals
Branch Management
Branch Banking
Leadership
Management
Investments
Commercial Lending
Credit Analysis
Portfolio Management
Mortgage Lending
Consumer Lending
Cash Management
Treasury Management
Lines Of Credit
Cross Selling
Relationship Management
Credit Risk
Financial Services
Loan Origination
Deposits
Commercial Mortgages
Underwriting
Strategic Financial Planning
Mortgage Banking
Mutual Funds
Asset Based Lending
Risk Management
Investment Management
Financial Risk
Series 7
Financial Planning
Business Process Improvement
Sales
Marketing Strategy
Alternative Investments
Omni
Fiduciary
Variance Analysis
Team Building
Workforce
Financial Performance
Market
Units
Credit Cards
Insurance
Cost Accounting
Wealth Management Services
Net
Cost
Procedural
Aol
Variable Products
Business Administration
Uniform Combined State Law
Campbell
Families
Chevy Chase
Temporary Placement
Legal
Real Estate Transactions
Revenue
Coaching
Science
Resume
CRM
Dealing
Charlotte
Series 63
Coordinated
Frs
Accounting
Fiduciary Services
Georgia
Profit
Networking
Build Relationships
System
Business Services
Cell
Atlanta
Offering
Generating Revenue
Performers
Reports
Strategy
Agreement
Sold
Talent Management
Personal Trust Administration
Bank Deposits
Affluent
Training
Customer Service
Wealth
Project Management
Results Driven
System Monitoring
Reporting
Trust Services
P&l
Cost Allocation
Industrial Engineering
C
Illness
Retail
Virginia
International Clients
Private Bank
Conversation
Sales Management
Holding Companies
General Securities Principal
Fdic
Project Planning
Project
Series 24
Contractual Agreements
Measurements
Surface
Client Focus
Covering
Staff Retention
Accident
Preserving
Counties
Responsibility
Internal Audit
System Conversion
Labor Issues
International
Magazines
Portfolio
Private Companies
Private Clients
Trust
Target Costing
Securities
Stocks
Asset
Funds Transfer Pricing
Financial Reporting
Cost Benefit
Queens
Mergers and Acquisitions
Delivery
Recruiting
Consumer

Dave James Summary

Dave James, based in Alpharetta, GA, US, is currently a Wealth Management Advisor at Synovus. Dave James brings experience from previous roles at Synovus, Fidelity Bank, Fidelity Bank PLC and BB&T. Dave James holds a MBA in Business Administration @ Queens University of Charlotte. With a robust skill set that includes New Business Development, Business Development, Team Leadership, Customer Interaction, Cross-functional Team Leadership and more. Dave James has 3 emails and 6 mobile phone numbers on RocketReach.