James Shields Email & Phone Number
Executive Director, Banker @ J.P. Morgan Private Bank
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James Shields Location
- Denver, CO, US
James Shields Work
- 2026 -now Executive Director, Banker @
- 2022 -2026 Head of Private Funds and Portfolio Manager @
- 2019 -2022 Portfolio Manager @
- 2013 -2019 Analyst @
- 2013 -2013 Managing Member and Equity Research Analyst @ Shields Capital Management, LLC
- 2012 -2013 Business Valuation Manager @
- 2009 -2012 Business Valuation Senior Associate @
- 2008 -2009 Business Valuation Associate @
- 2007 -2008 Business Valuation Associate @
- 2006 -2006 Business Valuation Junior Associate @
James Shields Education
- The University of Chicago Booth School of Business
Master of Business Administration (MBA) (Analytic Finance / International Business)
2011-2013 - University of Missouri-Columbia
BSBA (Finance and Banking / Real Estate)
2002-2006
James Shields Skills
- Stakeholder Management
- Performance Metrics
- Financial Literacy
- Communication
- Financial Metrics
- Problem Solving
- Executive Management
- Economics
- Critical Thinking
- Acquisitions
- Trading
- Negotiation
- Project Reviews
- Organization Skills
- Change Impact Analysis
- Finance
- Business Strategy
- Financial Results
- Project Management
- Business Planning
- Equities
- Auditing
- Portfolio Management
- Financial Modeling
- Financial Reporting
- Business Valuation
- Investments
- Value Investing
- Asset Management
- Business Analysis
- Microsoft Excel
- Public Speaking
- Excel
- Mergers and Acquisitions
- Mergers
- Financial Analysis
- Strategy
- Valuation
- Analysis
James Shields Summary
- James Shields, based in Denver, CO, US, is currently a Executive Director, Banker at J.P. Morgan Private Bank. James Shields brings experience from previous roles at Towle & Co. and Shields Capital Management, LLC. James Shields holds a 2011 - 2013 Master of Business Administration (MBA) in Analytic Finance / International Business @ The University of Chicago Booth School of Business. With a robust skill set that includes Stakeholder Management, Performance Metrics, Financial Literacy, Communication, Financial Metrics and more. James Shields has 2 emails and 5 mobile phone numbers on RocketReach.
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