Jim Spencer's Location
Phoenix, AZ, US
Jim Spencer's Work
- VP, Wealth Management Group Strategy Consultant @ Bank of the West
- Vice President, Private Banker @ Morgan Stanley
- Vice President, Wealth Management Banker @ Merrill Lynch
- Mortgage Loan Officer @ Bank of America
Jim Spencer's Education
- Arizona State University
Bachelor's degree (Finance, General)
1999 - 2003 - Grand Canyon University
Master's degree (business, finance)
Jim Spencer's Skills
- Leadership
- Banking
- Investments
- New Business Development
- Mortgage Lending
- Credit
- Finance
- Loans
- Sales
- Selling
Jim Spencer's Summary
Jim Spencer, based in Phoenix, AZ, US, is currently a VP, Wealth Management Group Strategy Consultant at Bank of the West, bringing experience from previous roles at Morgan Stanley, Merrill Lynch and Bank of America. Jim Spencer holds a 1999 - 2003 Bachelor's degree in Finance, General @ Arizona State University. With a robust skill set that includes Leadership, Banking, Investments, New Business Development, Mortgage Lending and more, Jim Spencer contributes valuable insights to the industry. Jim Spencer has 4 emails on RocketReach.
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