James Phalen

James Phalen is a Portfolio Manager in Structured Finance at Needham Bank since May 2022, where responsibilities include managing client loan and non-loan products and reviewing credit analyses for loan accounts. Prior experience includes roles as Senior Credit Analyst, Credit Analyst, and Client Analyst at State Street from June 2016 to June 2021, which involved analyzing client renewal requests, collaborating with Relationship Managers, and presenting analyses for deal approvals. James Phalen's early career includes participation in a Professional Development Program at State Street, focusing on various sectors, and a summer internship at State Street Global Advisors, where trends in asset management were identified. Educational credentials include an MBA from Babson F.W. Olin Graduate School of Business and a BBA in Finance from Boston College.