Focus Area
Jim serves as Head of Business Solutions, where he works with teams across Fiduciary to define strategy, delivery, and continuous improvement of business capabilities, technology solutions, and operational processes that support the firm’s trust, wealth management, and fiduciary services.
Experience
Prior to joining Fiduciary in 2017, Jim spent 23 years at State Street Bank with his last role in Wealth Manager Services as Vice President, Product Owner. In this position he was responsible for the strategic direction and tactical execution, design, development and deployment of State Street’s next generation Wealth Manager Services online experience offering.
Personal
Jim and his wife raised 2 sons and their nephew in Marshfield where he enjoyed being involved in their youth sports and activities. He is a sports enthusiast who enjoys boating, not catching fish, travelling, golfing and playing with his two dogs.
