James Escobar Email & Phone Number

Wealth Advisor @ Corient

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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 3 emails and 3 mobile phone numbers on RocketReach.