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James Jack

James Jack

James Jack

Executive Director, Head of Business Owners Client Segment

UBS


James has spent the last 10+ years building banking and lending solutions that meet the needs of high net worth and ultra high net worth individuals (HNW and UHNW) and the Financial Advisors at UBS Wealth Management Americas that support them.

James has driven strategies to expand securities based lending, develop a proprietary credit card with features and benefits specifically tailored toward UBS's unique HNW & UHNW client base, and, most recently, support clients' liquidity and deposit needs.

Conference Location

609 Lafayette St.
Nashville, Tennessee 37203
Tel: (615) 324-1033