James O'Leary Email & Phone Number
Vice President of Customer Success (Americas) @ Anaplan
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James O'Leary Location
- Darien, CT, US
James O'Leary Work
- Vice President of Customer Success (Americas) @ (August 2024 - Present)
- Area Vice President of Customer Success @ (December 2021 - August 2024)
- Customer Success Director @ (February 2019 - December 2021)
- Principal Business Partner @ (January 2018 - February 2019)
- CFO and Team Leader @ (April 2016 - January 2018)
- Vice President, Global Head of Sales and Marketing Finance @ (December 2012 - April 2016)
- Senior Analyst @ (January 2007 - July 2012)
- Commodity Trader - options and futures @ (August 2004 - December 2006)
James O'Leary Education
- University of Connecticut School of Business
Accounting Certificate (Accounting Certificate)
2016-2017 - University of Connecticut School of Business
MBA (Finance & International Business)
2009-2011 - Dartmouth College
A.B. (English)
1999-2004 - Dartmouth College
Bachelor of Arts - BA (ENGLISH LANGUAGE AND LITERATURE/LETTERS)
2004
James O'Leary Skills
- Asset Management
- Financial Analysis
- Hedge Funds
- Financial Modeling
- Valuation
- Equities
- Investments
- Bloomberg
- Private Equity
- Capital Markets
- Fixed Income
- Alternative Investments
- Derivatives
- Trading
- Portfolio Management
- Asset Managment
- Reporting
- Marketing
- Human Resources
James O'Leary Summary
- James O'Leary, based in Darien, CT, US, is currently a Vice President of Customer Success (Americas) at Anaplan. James O'Leary brings experience from previous roles at Anaplan and Geller & Company. James O'Leary holds a 2016 - 2017 Accounting Certificate in Accounting Certificate @ University of Connecticut School of Business. With a robust skill set that includes Asset Management, Financial Analysis, Hedge Funds, Financial Modeling, Valuation and more. James O'Leary has 2 emails and 2 mobile phone numbers on RocketReach.
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