Senior Vice President, Managing Director @ (March 2022 - June 2023)
Senior Vice President, Senior Trust Advisor and Fiduciary Team Leader @ (July 2014 - February 2022)
Vice President and Senior Personal Trust Advisor and Fiduciary Team Leader @ (September 2013 - June 2014)
Vice President and Personal Trust Relationship Manager @ (January 2011 - August 2013)
Senior Trust Advisor @ (April 1999 - December 2010)
James Byrd Education
Aurora University
Masters Business Administration
1997-2000
Aurora University
Bachelor of Arts - BA
James Byrd Skills
Wealth Management
Wealth Management Services
Investments
Estate Planning
Trust Management
Strategic Financial Planning
Trust Services
Relationship Management
Manage Client Relationships
Business Development
High Net Worth Individuals
Asset Management
Asset Allocation
Investment Advisory
Portfolio Management
Series 7
Retirement Planning
Alternative Investments
Private Banking
Securities
Mutual Funds
Wealth
Investment Management
Investment Strategies
Financial Services
Retirement
Equities
Financial Advisory
Trusts
Banking
Team Building
High Net Worth
See 15+See Less
Manage Client
Strategy
Training
Project Management
Strategic Financial
James Byrd Summary
James Byrd, based in Chicago, IL, US, is currently a Senior Managing Director, Senior Vice President at Northern Trust Corporation. James Byrd brings experience from previous roles at Northern Trust Wealth Management. James Byrd holds a 1997 - 2000 Masters Business Administration @ Aurora University. With a robust skill set that includes Wealth Management, Wealth Management Services, Investments, Estate Planning, Trust Management and more. James Byrd has 3 emails and 1 mobile phone numbers on RocketReach.
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