James A Shaw

Current Employers

Employment History

• 03/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Jose, CA
• 01/2022 → 07/2022
  Boston Consulting Group
  Boston, MA
• 01/2021 → 06/2021
  Brown Brothers Harriman
  Boston, MA
• 01/2020 → 06/2020
  State Street | Global Advisors
  Boston, MA
• 09/2018 → 07/2023
  Northeastern University
  Boston, MA
• 09/2014 → 09/2018
  Woodside High School
  Woodside, CA
• 07/2023 → 03/2025
  Unemployed
  San Mateo, CA
• 05/2025 → Present
  Bank Of America, N.A.
  San Jose, CA

Other Businesses

I*: 2272297Name of the other business: Convoy for a CauseWhether the business is investment-related: NoAddress of the other business: San Mateo, CA Your position: President & CEOStart date of your relationship: May 10, 2024Approximate number of hours/month you devote to the other business: 10Number of hours you devote to the other business during securities trading hours: 0Briefly describe your duties relating to the other business: Scheduling rallies, editing the website, marketing, managing others. We host sports car rallies to raise money for the L-D Syndrome Foundation I*2460265, Entity Type: Entity Charitable, Name of OBA: Rally for a Cause, Address: San Mateo, California, 94402, Investment Related: N, Position, Title, Association: Officer, Employee State Date: 05/16/2024, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I just own the name, "Rally for a Cause." No operations or responsibilities beyond that.

Exams

• S66 Uniform Combined State Law Examination
  2024-09-30