James Jack Email & Phone Number
Managing Director, Head of the Business Owners Client Segment @ UBS Group AG
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James Jack Location
- New York, NY, US
James Jack Work
- 2025 - now Managing Director, Head of the Business Owners Client Segment @
- 2024 - 2025 Managing Director, Divisional Sales Manager - Private Wealth Management Division @
- 2023 - 2024 Managing Director, Head of the Business Owners and Multigenerational Client Segments @
- 2018 - 2022 Executive Director, Head of Business Owners Client Segment @
- 2016 - 2018 Director @
- 2012 - 2016 Director @
- 2008 - 2012 Associate Director @
- 2006 - 2008 Business Analyst @
- 2005 - 2006 Intern @
James Jack Education
- New York University - Leonard N. Stern School of Business
BS (International Finance)
2003 - 2007 - Christian Brothers Academy, Lincroft NJ
High School
1999 - 2003
James Jack Skills
- Business Owner Exit Planning
- Financial Analysis
- Financial Services
- Strategy
- Finance
- Business Analysis
- Risk Management
- Revenue Forecasting
- Revenue & Profit Growth
- Contract Negotiation
- Securities Lending
- Credit Cards
- Deposits
- Term Deposits
- Liquidity Management
- Liquidity Solutions
- Sales & Marketing
- Pricing Strategy
- Wealth Management
- Product Development
- Product Management
- P&L Management
- Data Analysis
- Vendor Management
- Mentoring
- Cross-functional Team Leadership
- Analysis
- Credit
- Banking
- Strategic Business
- Revenue and Profit Growth
- Lending
- Sales and Marketing
- Cross Functional Team Leadership
- Reporting
- Premises
James Jack Summary
- James Jack, based in New York, NY, US, is currently a Managing Director, Head of the Business Owners Client Segment at UBS. James Jack brings experience from previous roles at UBS. James Jack holds a 2003 - 2007 BS in International Finance @ New York University - Leonard N. Stern School of Business. With a robust skill set that includes Business Owner Exit Planning, Financial Analysis, Financial Services, Strategy, Finance and more. James Jack has 4 emails and 2 mobile phone numbers on RocketReach.
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Top UBS Group AG Employees
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Matthew Ouderkirk
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Marc-Anthony Hourihan
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Edmund Koh
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Vinit Nangia
CTO End User Services
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Wiwi Gutmannsbauer
COO Asia Pacific
Zürich, ZH, CH
Tobias Vogel
CEO UBS Europe SE
Germany
David Wildermuth
President UBS Americas Holdings LLC
New York, NY, US
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