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James brings over 25 years of experience with architecture, design, roadmaps, product innovation, and platform transformation of world-class technology and operational solutions for brokerages, wealth managers, managed account providers, and asset managers.
As a Director in KPMG’s Financial Services practice, James serves retail and institutional investors with adopting innovations, accelerating product development, and reducing technology complexity. James has been on the forefront of supporting innovation and product launches for mutual funds, ETFs, managed accounts, Robo “Digital” advisors, including trading, portfolio management, and fund (NAV & Investment) sub-accounting capabilities.