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
- 2024 -now Vice President of Customer Success (Americas) @
- 2021 -2024 Area Vice President of Customer Success @
- 2019 -2021 Customer Success Director @
- 2018 -2019 Principal Business Partner @
- 2016 -2018 CFO and Team Leader @
- 2012 -2016 Vice President, Global Head of Sales and Marketing Finance @
- 2007 -2012 Senior Analyst @
- 2004 -2006 Commodity Trader - options and futures @
James O'Leary Education
- The University of Connecticut School of Business
(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
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 The 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 1 emails and 2 mobile phone numbers on RocketReach.
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