James is an Assistant Vice President and Process Analyst at Bryn Mawr Trust, which is now part of WSFS Bank. A Certified Financial Planner (CFP®) and graduate of the University of Rochester, he has extensive expertise in wealth management and client services built over a decade with his organization.
Outside of his professional role, James is deeply committed to community service. He has served as a board member for the Hatboro-Horsham Educational Foundation, demonstrating a clear passion for supporting local educational initiatives and student development.
He has progressed through multiple roles within Bryn Mawr Trust, starting as a Branch Banker and advancing to AVP.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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