Jim Boardman Email & Phone Number
Senior Vice President and Senior Trust Officer @ First International Bank & Trust
Jim Boardman's Location
Phoenix, AZ, US
Jim Boardman's Work
- Senior Vice President and Senior Trust Officer @ First International Bank & Trust
- Senior Vice President @ Northern Trust Corporation
- Vice President @ Bank of America
- Vice President @ NationsBank of Texas, N.A.
- Vice President @ Arkansas Bank & Trust Company
- Instructor @ Regis College
- Vice President @ Colorado National Bank Exchange
- Attorney @ O'Callaghan & Associates, P.C.
- Accountant @ Fred Landau & Co.
Jim Boardman's Education
- The University of Tulsa College of Law
JD (Law)
1975 - 1978 - Hofstra University
B.B.A. (Public Accounting)
1973 - 1974 - SUNY at Cobleskill
A.A.S. (Accounting)
1971 - 1973
- National Graduate Trust School
CTFA (Trust administration)
1982 - 1984
Jim Boardman's Skills
- High Net Worth Individuals
- Estate Administration
- Tax
- Portfolio Management
- Fiduciary
- Gift Tax
- Wealth Management Services
- Due Diligence
- Trust Management
- Trust Services
Jim Boardman's Summary
Jim Boardman, based in Phoenix, AZ, US, is currently a Senior Vice President and Senior Trust Officer at First International Bank & Trust, bringing experience from previous roles at The Northern Trust Company, Bank of America, NationsBank of Texas, N.A. and Arkansas Bank & Trust Company. Jim Boardman holds a 1975 - 1978 JD in Law @ The University of Tulsa College of Law. With a robust skill set that includes High Net Worth Individuals, Estate Administration, Tax, Portfolio Management, Fiduciary and more, Jim Boardman contributes valuable insights to the industry. Jim Boardman has 1 email and 1 mobile phone number on RocketReach.
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