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
- Managing Director, Head of the Business Owners Client Segment @ (March 2025 - Present)
- Managing Director, Divisional Sales Manager - Private Wealth Management Division @ (March 2024 - March 2025)
- Managing Director, Head of the Business Owners and Multigenerational Client Segments @ (January 2023 - March 2024)
- Executive Director, Head of Business Owners Client Segment @ (January 2018 - December 2022)
- Director @ (September 2016 - January 2018)
- Director @ (March 2012 - September 2016)
- Associate Director @ (February 2008 - May 2012)
- Business Analyst @ (September 2006 - February 2008)
- Intern @ (June 2005 - September 2006)
James Jack Education
- NYU 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 @ NYU 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 5 emails and 3 mobile phone numbers on RocketReach.
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