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.
Location
Salt Lake City, United States
Links
This person is not in the org chart
This person is not in any teams
This person is not in any offices