Elizabeth James

Experience

• 

  Wells Fargo

  Jun 2004 - Nov 2007

  • Meet targets for sales of financial products to sub-prime clients and contribute to branch sales in real estate, equity lines of credit, automobile loans, credit cards & insurances• Market and service retail financing to large multinational companies

  • Credit Solutions Manager

    Dec 2005 - Nov 2007

  • Loan Processor

    Jun 2004 - Dec 2005
• 

  NCB Capital Markets

  Mar 2008 - Nov 2013

  • Market research and strategic day-to-day planning, as well as manage, recruit and build portfolios of high net worth clients • Grow & manage customer portfolios of financial assets and recruit emerging wealth clients• Manage clients' investment strategies and support regional expansion efforts

  • Executive Wealth Advisor

    Oct 2011 - Nov 2013

  • Wealth Advisor

    Mar 2008 - Oct 2011
• 

  Scotiabank (Scotia Private Client Group)

  Jan 2014 - Nov 2014

  Financial Advisor/Manager

  • Create & manage portfolios of high net worth clients and provide wealth, banking and estate planning

• 

  NCB Capital Markets

  Nov 2014 - Mar 2019

  NCB Capital Markets Ltd. provides an array of innovative financial services and products that are engineered to help Individual and Corporate clients accumulate and preserve their wealth.• Consistently surpass annual targets for wealth and retail unit sales of financial solutions• Provide leadership, inspiration, strategic direction and technical guidance to Private Wealth and Retail teams • Lead the corporate sales team to surpass annual targets while managing the distribution process of all Investment Banking Structures both locally and regionally (Barbados, Trinidad, Cayman, Panama)• Successfully syndicated all Investment Banking Transactions in 2016, including the two largest USD transactions locally and regionally. • Establish and build a framework for NCB Capital Markets Cayman, including Processes, Marketing, and Brand Building in Jamaica, Cayman and Barbados, as well as acquiring high net worth clients and providing offshore solutions

  • Regional Manager – Private Wealth and Retail Corporate Area

    Jan 2017 - Mar 2019

  • Regional Manager – Corporate Sales and Regional Syndication

    Jun 2016 - Jan 2017

  • Regional Wealth Manager – NCB Cayman, Barbados and Jamaica

    Nov 2014 - Jun 2016
• 

  Sygnus Group

  Apr 2019 - now

  Vice President of Wealth & Client Services

  Sygnus is the pioneer of private credit in the Caribbean. As the region’s leading alternative investment firm, it is dedicated to providing personalized, flexible and creative financial solutions for individuals, companies, and governments.• Nurture deeply-personal and long-term relationships to acquire and grow high net worth clientele• Lead an innovative team of wealth unit managers, analysts and advisors, as well as leverage team expertise from across the Group’s specialized business units to deliver innovative solutions that align with clients’ master plans• Incorporate creative alternative investments strategies, including private credit, real estate and private equity, to build robust, diversified and global client portfolios Show less