Dave James Email & Phone Number

Wealth Management Advisor @ Synovus

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Dave James Location

Alpharetta, GA, US

Dave James Work

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

Dave James Education

Queens University of Charlotte
MBA (Business Administration)
Campbell University
Crucial-Conversation
used by top performers to build relationships (create agreement, and surface best ideas)
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
Personal Trust Administration
Profit Maximization
Strategy Execution
Team Building
Sales
Marketing Strategy
Alternative Investments
Omni
Fiduciary
Variance Analysis
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
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.