James Escobar Location
- Chicago, IL, US
James Escobar Work
- 2024 -now Wealth Advisor @
- 2022 -2024 Vice President, Private Banker @
- 2019 -2022 Vice President - Head of Corporate Real Estate @
- 2013 -2019 Vice President @
- 2010 -2013 Vice President - Global Markets @
- 2006 -2009 Vice President - Global Banking and Markets @
- 2003 -2006 Investment Advisor @
- 2002 -2002 Associate - Institutional Equity Sales @
James Escobar Education
- Thunderbird School of Global Management
MBA (Finance)
2001-2003 - Northwestern University
- University of Illinois at Urbana-Champaign
James Escobar Skills
- Equities
- Portfolio Management
- Investment Banking
- Banking
- Fixed Income
- Strategy
- Wealth Management
- Private Banking
- Business Development
- Risk Management
- Financial Modeling
- Management
- Financial Analysis
- Finance
- Financial Services
- Investments
- Due Diligence
- Business Analysis
- Securities
- Mutual Funds
- Hedge Funds
- Emerging Markets
- Financial Markets
- Bloomberg
- Capital Markets
- Immigration Law
- Market
- Fixed Annuities
- Credit Cards
- Nasd
- Cost Savings Initiatives
- Technical Analysis
- Sales
- Cold Calling
- Net
- Cost
- Credit Risk
- Savings
- Construction
- Scholarships
- Monte Carlo
- Business Executives
- Data Conversion
- Financial Statements
- Insurance Planning
- Science
- Hsbc
- Short
- Integration
- CRM
- Tax Research
- Mexico
- Clearing
- Spanish
- Coordinated
- Attorneys
- Business Lines
- Accounting
- Profit
- Networking
- Metals
- Strategic Initiatives
- Healthcare
- Radio Access Network
- Engagements
- Engineering
- Reports
- Interest Rate Derivatives
- Account Reconciliation
- Agreement
- Sold
- Equity Research
- Microsoft Office
- Risk Analysis
- Withholding
- Corporations
- Microsoft Excel
- Financial Projects
- Financial Institutions
- Market Risk
- Bolivia
- Documentation
- Streamlining
- American
- Research
- Line Management
- Chicago
- Loans
- Analysis
- London
- R
- Achiever
- Cash Flow
- Corporate Finance
- Special Assignments
- Triathlon
- Implications
- Communication
- Business Alignment
- New Clients
- Advertising
- Strategic Planning
- Commercial Banking
- Operations
- Marketing
- Toronto
- Checks
- Executive Team
- Tax Accounting
- Thunderbird
- Cultural Management
- Rollout
- Contractual Agreements
- House
- Complex Sales
- Business Process Mapping
- Statewide
- Income
- Cash Receipts
- Computer Proficiency
- Chartered Financial Analyst
- Six Sigma
- Usa
- Glendale
- Business Units
- Branch Banking
- Biology
- Portfolio
- Tax
- Forms
- New York
- Academic
- Global Marketing
- Referrals
- Oracle
- Relationship Building
- FX Options
- Borrowing
- Commerce
- Financial Transactions
- Business Strategy
- International Management
- Meetings
- Series 7
- Product Presentation
- Selling
- Databases
James Escobar Summary
- James Escobar, based in Chicago, IL, US, is currently a Wealth Advisor at Corient. James Escobar brings experience from previous roles at J.P. Morgan Private Bank, CNA Insurance, Geneva Advisors and Citigroup. James Escobar holds a 2001 - 2003 MBA in Finance @ Thunderbird School of Global Management. With a robust skill set that includes Equities, Portfolio Management, Investment Banking, Banking, Fixed Income and more. James Escobar has 2 emails and 3 mobile phone numbers on RocketReach.
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Top Corient Employees
Paul Lee
Vice President Information Technology
East Brunswick, NJ, US
Sebastian Goumashvili
VP of Strategy, Client Solutions
New York, NY, US
Derrick Smith
VP, Information Security
Denver, CO, US
Ray Padron
Chief Executive Officer
Dallas, TX, US
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