James Alexander Sayas

Current Employers

Employment History

• 02/2011 → 01/2017
  Royalty Financial Planning And Insurance
  Milwaukee, WI
• 01/2015 → 07/2023
  Global View Capital Managment, Llc
  Waukesha, WI
• 12/2014 → 07/2023
  Global View Capital Insurance Services, Llc
  Waukesha, WI
• 11/2014 → Present
  Craneware Group F/K/A Sentry Data Systems, Inc.
  Deerfield Beach, FL
• 10/2014 → 07/2023
  Global View Capital Advisors, Llc
  Waukesha, WI
• 07/2023 → 10/2024
  Scf Investment Advisors, Inc.
  New Berlin, WI
• 09/2024 → Present
  Encompass More Asset Management Llc
  Danville, CA

Previous Registrations

• 2023-07-17 → 2024-10-17
  Scf Investment Advisors, Inc.
  San Diego, CA
  New Berlin, WI
• 2015-01-08 → 2023-07-20
  Global View Capital Management Llc
  Waukesha, WI
  New Berlin, WI
  Waukesha, WI
  New Berlin, WI
• 2009-04-20 → 2014-12-31
  Principal Securities, Inc.
  Downers Grove, IL
  Wauwatosa, WI
  Elm Grove, WI

Other Businesses

[1] THE CRANEWARE GROUP F/K/A/ SENTRY DATA SYSTEMS-AQUISITION 07.13.2021; NOT INVESTMENT RELATED; ADDRESS: 800 FAIRWAY DRIVE, SUITE 400, DEERFIELD BEACH, FL 33441; NATURE: HEALTHCARE SOFTWARE; POSITION: BUSINESS ANALYST FROM 11-17-2014 TO 02-01-2017, SOLUTIONS ENGAGEMENT ENGINEER FROM 02-01-2017 TO OCTOBER 2018, AREA VICE PRESIDENT ACCOUNT MANAGEMENT FROM OCTOBER 2018 TO 01.29.2021, REGIONAL VICE PRESIDENT-SALES 02-01-2021 TO 10-01-2021, STRATEGIC PROGRAMS EXECUTIVE 10-01-2021 TO PRESENT; STARTED WITH SENTRY DATA SYSTEMS ON 11-17-2014 AND THE CRANEWARE GROUP ON 10.01.2021; APPROX. 160 HRS/MONTH: APPROX. 160 HRS/MONTH DURING TRADING HOURS AND 40HRS/MONTH OUTSIDE TRADING HRS; RESPONSIBILITIES: 11-17-2017 TO 02-01-2017 ASSISTED CLIENTS IN USING THE SOFTWARE AND OTHER ANALYTIC PROJECTS AND FROM 02-01-2017 GENERAL HEALTH CARE ANALYTICS, CLIENT MEETING ENGAGEMENTS SUPPORTING THE SALES TEAM WITH DEMONSTRATIONS AND IDENTIFY THE BEST SOLUTION THAT WILL MEET THE CLIENTS NEEDS, STARTED FEB 2021 PROSPECTING, DISCOVERY CALLS, DEMONSTRATIONS AND CONTRACTING/SALES OF 340B SOFTWARE TO HOSPITALS, 10.01.2021 TO PRESENT-HELP CLIENTS FACILITATE THE 340b PROGRAMS AND SOFTWARE. [2] WISCONSIN ALUMNI ASSOCIATION, WAUKESHA COUNTY CHAPTER; NOT INVESTMENT RELATED; NATURE: ALUMNI GROUP; POSITION: BOARD MEMBER; STARTED: JULY 2015; APPROX. 2 HRS/MONTH; APPROX. ZERO HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: FUNDRAISING AND EVENT PLANNING. (3) LICENSED INDEPENDENT INSURANCE AGENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-03-31
• S63 Uniform Securities Agent State Law Examination
  2009-02-13

Other Names

• James A. Sayas
• James Sayas