James C. Perry

James C. Perry is the managing member of West One Finance, LLC. James has over 25 years of experience in the financial industry, including key positions at The Church of Jesus Christ of Latter-day Saints, D.A. Davidson Companies, and KeyBanc Capital Markets. James is also a trained facilitator, having worked with Taylor Hartman Enterprises.

James C. Perry has a certification from Taylor Hartman PHD in "People Code" and "Character Code Facilitator. James is also certified by the Financial Industry Regulatory Authority (FINRA) in General Securities License and General Securities Principal. In addition, they have a certification from MSRB in Municipal Securities Principal. Finally, they are certified by the Financial Industry Regulatory Authority (FINRA) in Uniform Securities Agent State Law.

Some direct reports include Courtnee E. Sims - VP, Jeannie Aguilar - Operations Manager, and Philip Merrill - VP.