James M. serves as a Business Analyst at Jupiter Island Club since April 2023, where responsibilities include designing dynamic financial models in PowerBI and collaborating with senior leadership to enhance decision-making processes. Prior to this role, James M. was a Principal at Ethos Data Management from November 2017 to March 2023, focusing on client retention and negotiation with vendors. Earlier experience includes positions as a Business Analyst at Prestige Data Solutions and as a Jr. Financial Analyst at Traust Sollus Wealth Management, along with serving as a Financial Advisor at AXA Advisors. James M. holds a Bachelor's Degree in Finance from Fairleigh Dickinson University-Florham Campus.
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