Jim Boardman Email & Phone Number
Senior Vice President and Senior Trust Officer @ First International Bank & Trust
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Jim Boardman Location
- Phoenix, AZ, US
Jim Boardman Work
- 2015 -now Senior Vice President and Senior Trust Officer @
- 1999 -2014 Senior Vice President @
- 1995 -1999 Vice President @
- 1989 -1995 Vice President @ NationsBank of Texas, N.A.
- 1988 -1989 Vice President @ Arkansas Bank & Trust Company
- 1983 -1988 Instructor @
- 1980 -1988 Vice President @ Colorado National Bank Exchange
- 1978 -1980 Attorney @ O'Callaghan & Associates, P.C.
- 1974 -1975 Accountant @ Fred Landau & Co.
Jim Boardman Education
- National Graduate Trust School
CTFA (Trust administration)
1982-1984 - 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
Jim Boardman Skills
- High Net Worth Individuals
- Estate Administration
- Tax
- Portfolio Management
- Fiduciary
- Gift Tax
- Wealth Management Services
- Due Diligence
- Trust Management
- Trust Services
- Fiduciary Management
- Fiduciary Services
- Legal
- New Business Development
- Financial Advisory
- Trusts
- Asset Management
- Estate Planning
- Investment Management
- Investments
- Business Development
- Wealth Management
- Judicial
- Audit
Jim Boardman Summary
- Jim Boardman, based in Phoenix, AZ, US, is currently a Senior Vice President and Senior Trust Officer at First International Bank & Trust. Jim Boardman brings 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 1982 - 1984 CTFA in Trust administration @ National Graduate Trust School. With a robust skill set that includes High Net Worth Individuals, Estate Administration, Tax, Portfolio Management, Fiduciary and more. Jim Boardman has 1 emails and 3 mobile phone numbers on RocketReach.
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