2020 -2021 Enterprise Account Executive - Banking and Wealth @
2015 -2020 Senior Director - Global Sales, Financial Services @
2014 -2015 Sales and Business Development Director - Financial and Business Services @
2010 -2014 Director - Sales and Business Development @
2008 -2010 Consulting Manager @
2005 -2008 Senior Business Consultant @
2004 -2005 Assistant Trader @
2002 -2004 Assistant Portfolio Manager @
2001 -2002 Performance Analyst @
Adam Leventhal Education
Bentley University
Bachelor of Arts (BA) (International Business/Finance)
Adam Leventhal Skills
Trading Systems
Hedge Funds
Electronic Trading
Equities
Fixed Income
Asset Management
Financial Services
Trading
Relationship Management
Securities
Investments
Investment Management
Alternative Investments
Derivatives
Financial Markets
Equity Trading
Capital Markets
Options
Enterprise Software
Solution Selling
Consultative Sales Professional
Enterprise Technology Sales
Enterprise Solution Sales
C Level Selling
Enterprise Account Management
Contract Negotiation
Business Development
Mutual Funds
Product Lifecycle Management
Global Custody
Financial Modeling
Databases
Valuation
Bloomberg
Portfolio Management
Market Data
Series 7
Customer Experience
Customer Intelligence
Sales Enablement
Customer Service
Enterprise Account
Marketing
Project Management
Business Analysis
Strategic Planning
Product Lifecycle
Sales Management
Enterprise Solution
Enterprise Technology
Consultative Sales
Adam Leventhal Summary
Adam Leventhal, based in Boston, MA, US, is currently a Regional Vice President - North America Enterprise Banking at nCino, Inc.. Adam Leventhal brings experience from previous roles at Immuta, Twilio, Plaid and Seismic. Adam Leventhal holds a Bachelor of Arts (BA) in International Business/Finance @ Bentley University. With a robust skill set that includes Trading Systems, Hedge Funds, Electronic Trading, Equities, Fixed Income and more. Adam Leventhal has 2 emails and 1 mobile phone numbers on RocketReach.
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