Jim joined the TransForm Solutions team in September 2020, bringing 25+ years of global capital
markets experience and achievements in sales, revenue generation, relationship building, franchise
protection, and business development with several of the world's largest investment banks.
At JPM Morgan and Morgan Stanley, Jim developed and led teams delivering global securities finance solutions to institutional clients and broker-dealer trade counterparts. At Goldman Sachs, he led the equity finance product development effort, the international equity finance trading desk in New York, and elements of the internal audit team.
Jim earned an MBA from Columbia University and a BBA from the University of Notre Dame. He is a CPA.