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
- Director, Investment Banking @ (December 2024 - Present)
- Vice President, Investment Banking @ (June 2024 - December 2024)
- Vice President, Investment Banking @ (August 2022 - June 2024)
- Vice President, Investment Banking @ (January 2022 - August 2022)
- Investment Banking Senior Associate @ (January 2020 - December 2021)
- Investment Banking Associate @ (July 2018 - December 2019)
- Investment Banking Summer Associate @ (June 2017 - August 2017)
- Director of Investment and Insurance Services @ (June 2011 - July 2016)
- Credit Risk Management Intern @ (August 2010 - August 2010)
- Marketing Strategy Intern @ Executive Operations Management (January 2009 - January 2009)
- Electrical Engineering Intern @ (January 2008 - January 2008)
- Civil Engineering Project Participant @ (June 2006 - July 2006)
James Beall Education
- Columbia Business School
Master of Business Administration
2016-2018 - Swarthmore College
Bachelor of Science (Bachelor of Arts)
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 @ 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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