James Burchenal

Cincinnati-based professional James Burchenal has developed his career through a range of roles that connect business, service, and operations. His experience includes finance, sales, education, real estate, and construction. Across these fields, he has focused on understanding client needs, building relationships, managing responsibilities, and applying practical judgment to the work at hand. James earned a Bachelor of Science in Economics from Hampden-Sydney College. His academic background included intermediate macroeconomic and microeconomic theory, giving him a foundation in financial systems, market behavior, and decision-making. During college, he was also involved with the varsity lacrosse team and Sigma Chi. These experiences helped him build teamwork, discipline, and the ability to manage time across different commitments. James's early professional experience included an investment internship at UBS Financial Services. In that role, he worked with a top institutional consulting team and reviewed client accounts ranging from $1 million to over $25 million. He assisted with account analysis and recommendations, gaining exposure to portfolio strategy, risk assessment, and financial decision-making. This work helped him develop careful review habits and an understanding of client-focused financial service. James later worked as an Outside Sales Manager at Cincinnati Bell. His responsibilities included identifying new business, reaching untapped markets, and developing customer relationships. His work helped secure approximately 50 new clients each month. This role gave him direct experience in outreach, communication, and consistent follow-up.