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James L. G.

James L. G.

Financial Analyst

Followers of James L. G.1000 followers
location of James L. G.Greater Indianapolis

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  • Timeline

  • About me

    Managing Director, VBC Advisors at Velligan-Blaxall Consultants, LLC

  • Education

    • Franklin & Marshall College

      -
      AB Economics, German

      Activities and Societies: Hackman Research Scholar, Department of Economics

    • The Philipp University of Marburg

      -
      Economics, German

    • Penn State University

      -
      Graduate Certificate Applied Statistics

    • La Salle University

      -
      MBA Finance

  • Experience

    • Praxis Advisors, Inc.

      Jan 1995 - Jan 1998
      Financial Analyst

      Employee Stock Ownership Plan (ESOP) Consulting and Implementation Services - Financial Modeling and Feasibility Analysis

    • WORC

      Jan 1998 - Jan 2001
      Adjunct Instructor, Small Business Finance and Micro-Enterprise Development

    • Mellon Bank Corporation

      Jan 1998 - Jan 1999
      Principal Financial Analyst

      Financial Performance and Planning

    • Republic First Bancorp

      Jan 1999 - Jan 2002
      AVP, Asset Liability Manager

    • American General Finance

      Jan 2002 - Jan 2003
      Lead Treasury Analyst, Asset Liability Manager

    • BNK Advisory Group

      Jan 2003 - Jan 2007
      Director, ALM Consulting and Advisory Services

      Asset Liability and Risk Management Consulting Services offered through FINRA-registered brokerage firm

    • Popular Community Bank

      Jan 2007 - Jan 2009
      VP, Asset Liability Manager

    • Ball State University

      Jan 2008 - Mar 2018
      Adjunct Faculty, Finance Department, Miller College of Business

    • STAR Financial Bank

      Jan 2009 - Jan 2009
      VP, Assistant Treasurer & Asset Liability Manager

    • The Capital Markets Company

      Jan 2010 - Dec 2010
      Consultant, Senior

      Finance, Risk and Compliance Practice. Clients served included Bank of the West (SF), Fannie Mae (DC), and American Express (NY).

    • JPMorgan Chase

      Dec 2010 - Aug 2012
      VP, Model Risk Governance

    • PNC

      Aug 2012 - Sept 2014
      VP, Model Risk Management Group

    • PRMIA

      Jan 2013 - Oct 2016
      Member, Education Committee

    • CFA Society Indianapolis

      Jul 2014 - Jun 2017
      External Affairs Chair, Board of Directors

    • MountainView Financial Solutions

      Sept 2014 - Mar 2018
      Director Of Analytics

      Senior resource for enterprise risk management, model validation, ALM/Treasury review, ALM advisory, CCAR/DFAST, liquidity review, banking sector regulation, and model governance.

    • IBM

      Jun 2018 - Dec 2019
      ALM Specialist (Pre Sales Customer Solutions Group)

    • SS&C Technologies

      Dec 2019 - May 2021
      Pre-Sales Lead WW Client Solutions Group

  • Licenses & Certifications

    • Model Thinking

      University of Michigan
      Apr 2024
      View certificate certificate

    • Generative AI Essentials: Overview and Impact

      University of Michigan
      Jan 2024
      View certificate certificate

    • Decentralized Finance (DeFi): The Future of Finance Specialization

      Duke University
      Oct 2022
      View certificate certificate

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Sept 2004
      View certificate certificate

    • Professional Risk Manager

      PRMIA - Professional Risk Managers'​ International Association
      Feb 2012
      View certificate certificate

    • Certified Financial Risk Manager (FRM)

      Global Association of Risk Professionals (GARP)
      Sept 2016
      View certificate certificate

    • Global Sales School

      IBM
      Nov 2018

    • CAMS

      ACAMS
      Nov 2021

    • Goethe-Zertifikat B2 (Deutsch)

      Goethe-Institut e.V.
      May 2022

    • Sustainability and Climate Risk Certificate (SCR™)

      Global Association of Risk Professionals (GARP)
      Dec 2020
      View certificate certificate