Jim is a Principal in Point B’s Financial Services Practice. He has more than 27-years of industry experience implementing major strategic business solutions at multiple organizations. He has proven success translating strategic objectives into actionable plans, aligning business and technology, driving organizational change, and implementing efficiency improvements.

In his current role, Jim leads Point B’s Financial Services industry practice through strategic planning, client delivery, and business development. In addition, he’s considered one of the firm’s thought leaders in fintech and emerging technologies. His perspectives on robo-advice, blockchain, banks without branches, and M&A have been published in numerous industry publications.

He holds a Masters of Business Administration degree from Northwestern’s Kellogg School of Management and a Bachelor’s degree from the University of Iowa.