JM

James M.

Senior Tax Specialist

James M. is a skilled finance and accounting professional with extensive experience in investment banking and corporate finance. They completed the J.P. Morgan Summer Associate Program in 1995 and later took on significant roles at notable firms including Morgan Stanley and Merrill Lynch, where they developed strong analytical and client management skills while working with Fortune 500 companies. James M. owned and operated Sundown Inc. from 2003 to 2014 and currently serves as a Senior Tax Specialist at H&R Block. They hold an MBA with Distinction from Northwestern University's Kellogg School of Management and a Bachelor of Science in Business and Accounting from Indiana University Bloomington.

Location

Chicago, United States


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