Jim is engaged in all aspects of PCE’s investment banking practice. Jim’s areas of focus includes buy-side and sell-side engagements, recapitalizations, and general corporate advisory transactions. Through comprehensive industry research and financial analysis and modeling, Jim provides the data points necessary for insightful strategies and professional guidance for clients.
Before joining PCE, Jim interned with the Florida House of Representatives where he was responsible for researching topics used for the development of proposed legislation. Jim specialized in legislative research and due diligence for Florida Tax and Infrastructure Priorities. He also acted as a liaison for constituency outreach and communication.
Jim interned with PCE several times totaling more than ten months, giving him significant exposure to the investment banking process.
Certifications & Affiliations
FINRA Series 79 Securities License
Florida State University, Bachelor of Business, Finance BS
PCE Investment Bankers, Inc. - member FINRA & SIPC PCE Valuations, LLC | PCE Advisory, LLC