James Vergara Email & Phone Number
Chief Investment Officer @ Arlington Financial Consultants LLC
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James Vergara Location
- Atlantic Beach, FL, US
James Vergara Work
- 2025 -now Chief Investment Officer @
- 2025 -now Board Member and Secretary @
- 2020 -now Managing Partner @ FOURSun Financial Group LLC
- 2024 -2025 Chief Financial Officer @
- 2019 -2024 Chief Operating Officer and Chief Investment Officer @
- 2019 -2024 Chief Investment Officer @
- 2017 -2019 Managing Director, Head of Capital Markets @
- 2016 -2017 Director @
- 2012 -2015 Vice President - Municipal Capital Markets @
- 2010 -2012 Municipal Trading and Sales @
- 2008 -2010 Vice President @ Swap Financial Group
- 2006 -2008 Senior Vice President @ Lehman Brothers
- 2004 -2006 Vice President @
- 1999 -2004 Associate @
James Vergara Education
- University of Pennsylvania
- California Academy of Math and Science (CAMS)
Graduated (High School/Secondary Diplomas and Certificates)
James Vergara Skills
- Strategy Consulting
- Client Development
- Investor Relations
- Working with Investors
- Capital Raising
- Energy
- Climate
- New Business Opportunities
- Commercialization
- Commercial Planning
- Market Analysis
- Sales Strategy
- Executive Management
- Strategic Partnerships
- Capital Formation
- Operations
- Presentation Skills
- Coaching
- Operational Excellence
- Leadership
- Business Development
- Training Plans
- Technical Proficiency
- Sales Operations
- Sales Forecasting
- Operational Efficiency
- Executive Decision-making
- Channel Partners
- Business Analytics
- Annual Budgeting
- Analytics
- Negotiation
- Structured Finance
- Financial Analysis
- Deal Closure
- Team Leadership
- Financial Structuring
- Business Relationship Management
- Fixed Income
- Derivatives
- Investment Banking
- Securitization
- Municipal Bonds
- Credit
- Bonds
- Trading
- Swaps
- Hedging
- Proprietary Trading
- Credit Analysis
- Capital Markets
- ABS
- Veterans Affairs
- Project Management
- Strategic Planning
- Sales Management
- Public Finance
- Finance
James Vergara Summary
- James Vergara, based in Atlantic Beach, FL, US, is currently a Chief Investment Officer at Arlington Financial Consultants LLC. James Vergara brings experience from previous roles at Florida PACE Funding Agency, FOURSun Financial Group LLC, Greenday Finance and PACE Funding Group LLC. James Vergara holds a University of Pennsylvania. With a robust skill set that includes Strategy Consulting, Client Development, Investor Relations, Working with Investors, Capital Raising and more. James Vergara has 4 emails and 1 mobile phone numbers on RocketReach.
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