Geoffrey James has extensive experience in the financial services industry, currently serving as a Wealth Enablement Development Consultant at KeyBank since November 2017, where responsibilities include team development, client service enhancement, and branch operations compliance. Prior to KeyBank, Geoffrey was a Financial Advisor and Private Banker at Wells Fargo Advisors from October 2013 to November 2017, offering comprehensive banking services to high-value clients. Earlier roles at Wells Fargo included Licensed Banker, focusing on relationship building and cross-selling financial products. Geoffrey began a career in finance as a Financial Representative at Northwestern Mutual from August 2008 to August 2010, delivering personalized financial solutions. Geoffrey holds a Bachelor of Arts in Philosophy from Morehouse College, completed in 2008, and an additional Bachelor of Arts in Philosophy from Morehouse College acquired in 2000.
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