Our Team

Jim has more than 40 years of experience in marketing business development and sales management in financial and professional services. His previous experience includes Director of Business Development for Price Waterhouse, Arthur Andersen and Moss Adams LLP in San Diego; Director in San Diego for a tax advisory firm that helped clients claim research and development tax credits; and Vice President for several local and regional banks. Jim started his career with the IBM Corporation-Office Products Division as a sales representative in Cleveland, Ohio and was then promoted to Business Planning Analyst at their Franklin Lakes, New Jersey headquarters before his move to San Diego as a Marketing Manager.

Jim received his MBA and Bachelor of Science degrees from Ohio State University. Jim has served on the boards of directors for the San Diego Chapter of the Association for Corporate Growth, the Corporate Finance Council, and the La Jolla Golden Triangle Rotary Club. He also served as an officer in the U.S. Army.

Professional Experience

• More than 40 years of experience in marketing, business development and sales management in financial and professional services
• Prior experience includes Director of Business Development for Price Waterhouse, Arthur Andersen and Moss Adams LLP in San Diego; Director in San Diego for a tax advisory firm that helped clients claim Research & Development Tax Credits; and a Vice President for several local and regional banks

Education and Credentials

• MBA and Bachelor of Science in Marketing and Business Organization, The Ohio State University
• Served as an officer in the US Army
• California Licensed Property & Casualty Insurance Broker-Agent, #0M22621