Financial and Investment Services in Charlotte, NC
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Financial and Investment Services
Jim joined TowneBank in 2020 and has more than 15 years of experience in the financial services industry. With 13 of those years in Treasury Services, Jim works closely with his clients in the Charlotte, NC area to help them achieve their financial goals by delivering insight and sharing industry-wide best practices. Businesses that fully leverage Treasury Services achieve best-in-class results by creating efficiencies, reducing internal costs, maximizing their liquidity, and mitigating risk.
Jim is a graduate of Miami University with a BA in Diplomacy & Foreign Affairs.
“I lead with integrity and will always put my members first!”
704-350-3397
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Worldwide > United States > Charlotte > Financial and Investment Services