James Phelps Email & Phone Number
Managing Director @ CIBC U.S.
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James Phelps Location
- Chicago, IL, US
James Phelps Work
- Managing Director @ (January 2022 - Present)
- Associate Managing Director @ (January 2020 - January 2022)
- Commercial Lending Officer @ (January 2017 - January 2020)
- Credit Analyst - National Commercial Banking @ (January 2015 - January 2017)
- Commercial Banking Intern @ (June 2014 - August 2014)
- Intern @ (May 2013 - August 2013)
James Phelps Education
- Case Western Reserve University
Bachelor of Science (B.S.) (Accounting and Finance)
2011-2015 - University of Galway
Commerce
2013-2013
James Phelps Skills
- Accounting
- Analytical Skills
- Attention to Detail
- Banking
- Business Relationship Management
- Cash Flow
- Client Relations
- Commercial Banking
- Commercial Finance
- Commercial Lending
- Communication
- Corporate Finance
- Covenant Compliance
- Credit
- Credit Analysis
- Credit Evaluation
- Credit Risk
- Due Diligence
- Finance
- Financial Accounting
- Financial Analysis
- Financial Modeling
- Financial Statements
- Interpersonal Skills
- LBO
- Leveraged Buyouts (LBO)
- Leveraged Lending
- Loan Closings
- Loan Documents
- Loan Structuring
- Memos
- Mergers & Acquisitions (M&A)
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Middle Market
- Portfolio Management
- PowerPoint
- Presentations
- Private Equity
- Private Equity Firms
- Project Management
- Public Speaking
- Quarterly Reviews
- Recruiting
- Reporting Requirements
- SWOT analysis
- Underwriting
- Written Communication
James Phelps Summary
- James Phelps, based in Chicago, IL, US, is currently a Managing Director at CIBC US. James Phelps brings experience from previous roles at CIBC US and RBS Citizens. James Phelps holds a 2011 - 2015 Bachelor of Science (B.S.) in Accounting and Finance @ Case Western Reserve University. With a robust skill set that includes Accounting, Analytical Skills, Attention to Detail, Banking, Business Relationship Management and more. James Phelps has 1 emails and 2 mobile phone numbers on RocketReach.
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