James Clifford
Client Service Analyst
As a Client Service Analyst at Gresham, Jim supports the Client Service Team and collaborates closely with Associates on client paperwork and investment execution.
Jim Clifford joined Gresham in 2022 and his role involves assisting with daily processes essential to providing the clients with exceptional service, encompassing tasks like managing client paperwork, processing money movements, and preparing cash flow paperwork.
Prior to Gresham, Jim worked at First National Bank of Omaha on their Capital Markets team.
Outside of work, Jim enjoys reading, playing basketball, and traveling.
Education Background
- B.S.B.A; Creighton University
- Universidad Loyola Andalusia, non-degree program
