James Penman has over 25 years of experience as a solutions architect specializing in technology and operations for financial services. Currently a Director in Advisory Services at KPMG, LLP, they focus on product innovation and operational optimization across various financial service sectors. Previously, Penman held significant positions at Bank of America, Octavian, Inc., and Wachovia Securities, demonstrating expertise in wealth management, brokerage systems, and technology transformation. They have also contributed to Penman Consulting and Catalis, Inc., offering consulting services and strategic insights to a broad range of financial organizations. James holds a BS in Mathematics and Computer Science from Penn State University and has participated in executive education at Virginia Commonwealth University.
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