James plays an important role in the client experience at Coastline. He assists the team with administrative tasks and serves as a client liaison, providing superior service when clients call or visit with questions and concerns.
Prior to joining the Coastline team, James worked in Manhattan for Raymond James. He holds a B.S. in business administration from St. Joseph’s College, New York. He gained valuable international banking experience through his semester abroad in England and his position working for Handelsbanken Wealth Management in London. James holds his Series 7 – General Securities Representative license, Series 66 license and insurance license.