James O'Shea Email & Phone Number
VP, Senior Manager - Wealth Platform @ Fifth Third Bank
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James O'Shea Location
- Chicago, IL, US
James O'Shea Work
- VP, Senior Manager - Wealth Platform @ (June 2025 - Present)
- VP, Investment Operations Manager - Investment Management Shared Services @ (January 2020 - June 2025)
- Wealth Management Consultant @ O'Shea Consulting Inc. (September 2015 - January 2020)
- Vice President of Operations @ BridgePortfolio (March 2006 - September 2015)
- Director of Operations @ BridgePortfolio (January 2011 - June 2013)
- Director, APL Operations @ BridgePortfolio.com, Inc (March 2006 - January 2011)
- Financial Services Consultant @ Self Employed (January 2004 - January 2006)
- Associate Relationship Manager @ (September 2001 - January 2004)
- Team Leader - SecAPL @ (January 1999 - September 2001)
James O'Shea Education
- National University
BA (Business Administration)
1999-2001 - Boston College 1991-1993
James O'Shea Skills
- Sales Management
- Financial Services
- Trading
- Leadership
- Business Strategy
- CRM Integration
- Investments
- Operations Management
- Sales
- Equities
- Trading Systems
- Portfolio Management
- Risk Management
- Back Office
- CRM
- Executive Management
- Account Portfolio Management
- Strategy
- Project Management
- Management
James O'Shea Summary
- James O'Shea, based in Chicago, IL, US, is currently a VP, Senior Manager - Wealth Platform at Fifth Third Bank. James O'Shea brings experience from previous roles at Fifth Third Bank, O'Shea Consulting Inc. and BridgePortfolio. James O'Shea holds a 1999 - 2001 BA in Business Administration @ National University. With a robust skill set that includes Sales Management, Financial Services, Trading, Leadership, Business Strategy and more. James O'Shea has 1 emails on RocketReach.
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