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James Buckley has built a diverse career in financial services, currently serving as an Account Manager at Addepar since November 2022, after a role in Business Development. Previous experience includes positions at Zions Bank as a Fiduciary Administrator and at Independent Trust Company, where James held titles of Director of Outbound Sales and Client Relations Director. James began professional development as a Financial Services Professional at MassMutual Carolinas, focusing on strategic financial planning for families. A series of internships at prominent firms, including Merrill Lynch and TPG Sourcing Advisors, provided foundational experience in client management, financial analysis, and M&A research. James holds a Bachelor of Arts in Business Administration with a concentration in Finance from Queens University of Charlotte.