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Jim Clooney

Possessing nearly 30 years of experience, James Clooney is a veteran investment professional. James Clooney began his career as a Junior Auditor at Arthur Young International, known today as Ernst & Young, one of the world’s Big Four international auditing firms. Within less than a year, James Clooney was recruited as a Senior Auditor at Touche Ross, which today is part of Deloitte Touche Tohmatsu Limited, another one of the Big Four.


James Clooney served in that capacity until he was brought on board at Prudential Securities as an Account Executive in 1983. As the number-two trainee in the company, James Clooney excelled in his capacity as an Account Executive at Prudential Securities. In 1984, James Clooney was recruited by Lehman Brothers Holdings, Inc. to serve as Assistant Vice President of Brokerage. As a result of James Clooney’s skill, he was recruited by UBS in 1984 to serve as Assistant Vice President of Brokerage, a position he held until 1986. During his tenure, James Clooney managed $7.5 million in equity and was the second-most productive salesperson in his office in 1986.


As a result of James Clooney’s success, he was recruited by Salomon Smith Barney in 1986 to function as Vice President. In this capacity, James Clooney managed $10 million in equity and was the top salesperson in his office in 1987. In 1989, James Clooney moved on to join Biltmore Mortgage as President of Brokerage, running all operations. It earned the distinction of being the fastest growing brokerage firm in Melville, New York, from 1989 to 1992.


Departing from Biltmore Mortgage, James Clooney joined the CVO/JEC Consulting Corporation as President, a position he held until 2009. During his tenure, James Clooney held responsibility for directing the successful company in delivering effective consulting financial services, marketing, and sales. Under James Clooney’s leadership, CVO/JEC Consulting was recognized as the fastest-growing online mortgage bank from 2002 to 2008.


James Clooney left CVO/JEC in 2008 to become Principal of Total Solutions Advisors, Inc. Since 2008, James Clooney has acted as Principal for Real Estate for Total Solutions Advisors, seeing to the marketing needs of real estate and consumer finance companies. Under James Clooney’s leadership, the company is currently rated Best ROI in Mortgage Marketing. A fan of the works of John Steinbeck, James Clooney is a supporter of the East Norwich Fire Department. James Clooney is also an avid tennis player who holds National Senior ranking.


  • Strategic Planning
  • Strategic Alignment Reviews
  • Competitive Analysis & Market Planning
  • Defining, Justifying & Prioritizing Enterprise Strategic Key Outcomes
  • Financial Analysis Relative to Strategy Implementation
  • Strategic Market & Growth Analysis