James Wilson plays a vital role as Director of Operations and a member of the company’s Operating Committee. With over 18 years of experience in operational management and financial services, he specializes in improving organizational efficiency and ensuring the seamless execution of complex business processes. James combines his extensive industry knowledge with a forward-thinking approach to deliver consistent and high-quality results.
Before joining the current company, James held the position of Senior Operations Leader at a multinational investment firm, where he directed multiple cross-functional teams and successfully implemented cost-saving initiatives that enhanced overall productivity. He also played a key role in developing new operational frameworks that significantly reduced processing times, improved compliance standards, and bolstered client satisfaction.
James is well-regarded for his strong leadership style, attention to detail, and ability to adapt to rapidly changing market conditions. He works closely with department heads and executives to identify areas for improvement, deploy new technologies, and maintain the highest levels of operational excellence.
He earned his Bachelor’s degree in Finance from the University of Pennsylvania and holds certifications in process improvement methodologies. In addition to his professional duties, James regularly contributes to industry forums, mentors upcoming operations professionals, and remains actively involved in educational outreach programs focused on financial literacy.
Assets under management as of 12/31/2024 include consulting services for clients with approximately $97 billion in assets.
Address: 1312 17th Street, Suite 890, Denver, CO 80202
support@quantumxf.com
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