Jim Parker

Jim Parker has extensive work experience in the finance and investment industry. Jim is currently working as the Managing Director of Lender Finance at Forbright Bank. Prior to this, they served as the Chief Investment Officer at Kalamata Asset Management, LLC from 2018 to 2020. Before that, they held various roles at Congressional Bank, including Director, Vice President, Senior Associate, and Analyst, with responsibilities involving underwriting, origination, and portfolio management of leveraged loans. In 2018, they also worked as a Director at Alliance Partners, where they focused on asset management and lending strategies for financial institutions. Jim started their career at PwC - PricewaterhouseCoopers, where they served as an Experienced Associate & Associate in the Audit department, working with a diverse range of clients in the technology and oil & gas sectors. Throughout their career, they have demonstrated skills in financial analysis, due diligence, portfolio management, and client relationship development.

Jim Parker's education history includes the following:

From 2014 to 2017, they attended Georgetown University McDonough School of Business, where they completed a Master of Business Administration (MBA) with a focus on Investments and Securities.

Between 2006 and 2010, they studied at the University of Richmond - Robins School of Business and obtained a Bachelor of Science in Business Administration (BSBA) with specializations in Investments and Accounting.

During the same period, they also attended the University of Richmond, where they earned a Bachelor of Science (BS) in Computer Science.

In 2009, they briefly attended NYU Stern School of Business for business studies, although the specific degree obtained is unknown.

Additionally, Jim Parker holds two certifications. Jim is a Chartered Financial Analyst® (CFA®) Charterholder, which they obtained from the CFA Institute in August 2014. Jim is also a Certified Public Accountant (CPA) certified in Massachusetts (Active) and Virginia (Retired), although the dates of certification are not provided.