Meet Jim Kearney -
Jim Kearney

Jim Kearney

National Financial Services Principal Point B


Jim Kearney is a versatile financial services executive with extensive experience leading and implementing major strategic business solutions at multiple organizations. He helps companies translate strategic objectives into actionable plans while improving not only the bottom line but also the partner and client experience.

He has worn many hats in his career (strategist, executive, consultant, salesman) across multiple lines of business (wealth management, asset servicing, asset management). As a result, he has a unique ability to manage multi-disciplinary streams of work and to navigate complex challenges. He is a firm believer in the art of the possible.

His passion is leading people through vision, empowerment, courage, and example. He believes in "we" more than "me" by embracing collaboration. He doesn't care who gets the credit, he just wants to win. His candid and transparent engagement style, peppered with a sense of humor, has a proven track record of helping teams collectively achieve success.

His specialties include corporate strategy, investment consulting, wealth management, asset servicing, asset management, building relationships, innovation, business development, executive leadership, business transformation, effective communication, M&A, and product management.

See at

Are you a speaker? Become one of our featured speakers now