Matt James Email & Phone Number

Co-Founder and Chief Executive Officer @ Oakbridge Insurance

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Matt James Location

Nashville, TN, US

Matt James Work

2026 -now Co-Founder and Chief Executive Officer @
2020 -2026 Executive Vice President, Chief Financial Officer and Chief Acquisition Officer @
2020 -now Board Member @
2019 -2020 Founder and Principal @
2019 -2019 Senior Vice President, Finance @ Prime Risk Partners
2016 -2019 Vice President, Finance @ Prime Risk Partners
2014 -2016 Senior Associate, Private Equity @
2013 -2014 Associate, Private Equity @
2012 -2013 Senior Investment Banking Analyst, M and A @
2010 -2012 Investment Banking Analyst, M and A @
2010 -2010 Senior Analyst @ Allegacy Services
2008 -2010 Board Observer @
2008 -2009 Analyst @ Allegacy Services

Matt James Education

Yale University - Yale School of Management
Master of Business Administration (M.B.A.) (Asset Management)
2015-2017
IE Business School 2016-2016
Wake Forest University School of Business
Master of Science - MS (Management)
2007-2008
Wake Forest University
Bachelor of Arts (B.A.) (History)
2003-2007

Matt James Skills

Private Equity
Mergers and Acquisitions
Investment Banking
Returns
Writing
Financial Advisory
Consulting
Rugby
Market
Channel
Financial Data
Units
Sales
Time Constraints
Finance
Building Materials
Structure
Franchising
Transaction Experience
Business Administration
Dec Alpha
Military History
Buyers
Thesis
Facilitation
Dynamics
Salary
Management
Thompson One
Peachtree
Aggregate
Working Capital Management
Integration
Investment Management
Financial Structuring
Charlotte
Defense
Accounting
Approvals
Human Resources
Execution
Ownership Transition
Distribution Strategies
Capital IQ
Site Visits
Valuation
Settlement
Demanding
Forecasting
Ultimate
Business Services
Atlanta
Healthcare
Offering
Fds
Engagements
Balance Sheet
Industry Research
Strategies
Microsoft Office
Acquisitions
Diligent
Asset Management
Illustration
Training
Gross Margin
Company Operations
Delegate
Documentation
System Monitoring
Start Up Ventures
Reporting
Roll
Board of Directors
Partnerships
CrossFit
Information Technology
Growth Initiatives
Cash Flow
Economics
Perspective
Financial Modeling
Business Development
Negotiation
Project Bidding
Consolidating
International Travel
Drafting
Project Planning
SAP XI
Forest
Avionics
Project
Analytics
Divestitures
Pricing
Responsibility
Council
Regulations
Art
Marketing Materials
Executive Management
Portfolio
History
Start Ups
Sourcing
Investments
Fitness
Software
Financial Services
Equities
Business Planning
Wall Street
Manufacturing
Asset
Growth Capital
Art Exhibitions
Electronic Payment Processing
Financial Transactions
Aerospace
Client Presentation
Due Diligence
Conceptual Modeling
Trailer
Evaluation
Fairness Opinions
Creative Problem Solving
Leadership
Growth Equity
Capital Markets
Strategy
Leveraged Finance
Corporate Finance
Financial and Operational Modeling
Data Analysis
Strategic Planning
Financial Analysis
Business Strategy

Matt James Summary

Matt James, based in Nashville, TN, US, is currently a Co-Founder and Chief Executive Officer at Oakbridge Insurance. Matt James brings experience from previous roles at Oakbridge Insurance, KEE Concrete and Construction, Inc., Elusive Alpha and Prime Risk Partners. Matt James holds a 2015 - 2017 Master of Business Administration (M.B.A.) in Asset Management @ Yale University - Yale School of Management. With a robust skill set that includes Private Equity, Mergers and Acquisitions, Investment Banking, Returns, Writing and more. Matt James has 3 emails and 4 mobile phone numbers on RocketReach.