James Beall Email & Phone Number
Director, Investment Banking @ BMO Capital Markets
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James Beall Location
- New York, NY, US
James Beall Work
- 2024 -now Director, Investment Banking @
- 2024 -2024 Vice President, Investment Banking @
- 2022 -2024 Vice President, Investment Banking @
- 2022 -2022 Vice President, Investment Banking @
- 2020 -2021 Investment Banking Senior Associate @
- 2018 -2019 Investment Banking Associate @
- 2017 -2017 Investment Banking Summer Associate @
- 2011 -2016 Director of Investment and Insurance Services @
- 2010 -2010 Credit Risk Management Intern @
- 2009 -2009 Marketing Strategy Intern @ Executive Operations Management
- 2008 -2008 Electrical Engineering Intern @
- 2006 -2006 Civil Engineering Project Participant @
James Beall Education
- Columbia Business School
Master of Business Administration (Finance)
2016-2018 - Swarthmore College 2007-2011
- Collegiate School 2001-2007
James Beall Skills
- Data Entry
- Matematica Finanziaria
- Leadership
- Estate Planning
- PowerPoint
- Corporate Finance
- Insurance
- Retirement Planning
- Valuation
- Microsoft PowerPoint
- Financial Modeling
- Investments
- Finance
- Series 66
- Life Insurance
- Uniform Combined State Law
- Microsoft Office
- Microsoft Excel
- Comparable Analysis
- Financial Analysis
- Disability Insurance
- Wealth
- Long Term Care Insurance
- Term Life Insurance
- Health Insurance
- DCF Valuation
- Series 7
James Beall Summary
- James Beall, based in New York, NY, US, is currently a Director, Investment Banking at BMO Capital Markets. James Beall brings experience from previous roles at BMO Capital Markets, J.P. Morgan and Citi. James Beall holds a 2016 - 2018 Master of Business Administration in Finance @ Columbia Business School. With a robust skill set that includes Data Entry, Matematica Finanziaria, Leadership, Estate Planning, PowerPoint and more. James Beall has 4 emails and 2 mobile phone numbers on RocketReach.
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