James Phelps is an experienced financial professional currently serving as an Account Executive at Impact Networking, LLC since January 2024. Previously, James held the position of AVP and Financial Solutions Advisor at Merrill Lynch from April 2020 to February 2024, and prior to that, worked as a Relationship Manager at Bank of America from February 2017 to April 2020, where responsibilities included managing a client portfolio exceeding $3MM in assets and originating over $5MM in debt facilities. James began a career in customer service with Enterprise Rent-A-Car, where roles included Management Trainee Intern and Customer Service Representative, demonstrating strong customer relations skills. Educational qualifications include a Bachelor of Arts in Legal Studies and Politics from the University of California, Santa Cruz, with ongoing studies at San Diego State University.
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