James McCall Email
VP, WIM Risk Oversight🔹Led 30+ RAUs🔹Drove 150+ Risk Challenges🔹Lift $2T Asset Cap @ Wells Fargo
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James McCall Location
- New York, NY, US
James McCall Work
- 2020 -now VP, WIM Risk Oversight🔹Led 30+ RAUs🔹Drove 150+ Risk Challenges🔹Lift $2T Asset Cap @
- now Director, Wealth Management, Business and Change🔹Managed $150M Budget and $9M+ Savings🔹Reg Compliance @
- now Associate - Regulatory Ops🔹Filed 100+ SEC Ownership Reports🔹Submitted 4K+ Y‑10s @
- now Assoc Director🔹Supported 8,200 FAs🔹Led $65B Acct Transition🔹Cut Releases 40% @
- now Asst VP🔹Led Service Delivery🔹Managed Key Relationships🔹Supported Ops @
- 2000 -now Implementation Project Manager🔹500+ Frame Relay sites🔹30 Concurrent Projects @
- now Division Officer and Analyst🔹Led Amphibious Ops🔹Delivered Intelligence Support @ US Navy
James McCall Education
- NYU Stern School of Business
MBA (Finance)
2001-2003 - United States Naval Academy
Bachelor of Science - BS (Political Science and Government)
1988-1992 - Stuyvesant High School 1985-1988
James McCall Skills
- Financial Services
- Securities
- Fixed Income
- Management
- Project Management
- Investments
- Analysis
- Equities
- Series 7
- Change Management
- Six Sigma
- Cross-functional Team Leadership
- Business Development
- Green Belt
- Black Belt
- Cost Savings Strategies
- Cost Reduction/Avoidance
- Cost Reduction Strategies
- Series 66
- Series 9/10
- Coaching
- Leadership
- Managing Managers
- Talent Management
- Business Relationship Management
- Teamwork
- Customer Relationship Management (CRM)
- Risk Management
- Communication
- Team Leadership
- Business Analysis
- Business Intelligence
James McCall Summary
- James McCall, based in New York, NY, US, is currently a VP, WIM Risk Oversight🔹Led 30+ RAUs🔹Drove 150+ Risk Challenges🔹Lift $2T Asset Cap at Wells Fargo. James McCall brings experience from previous roles at UBS, Goldman Sachs and J.P. Morgan. James McCall holds a 2001 - 2003 MBA in Finance @ NYU Stern School of Business. With a robust skill set that includes Financial Services, Securities, Fixed Income, Management, Project Management and more. James McCall has 1 emails on RocketReach.
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