Lawrence Waldman Email & Phone Number
EVP, Global Head of Client Success @ LRN
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Lawrence Waldman Location
- New York, NY, US
Lawrence Waldman Work
- 2026 -now EVP, Global Head of Client Success @
- 2024 -2026 Global Head of Client Experience @
- 2023 -2024 Senior Vice President, Customer Success, Customer Support and Technical Account Management @
- 2020 -2022 Global Head of Customer Success @
- 2019 -2020 Market Director, Head of Middle Market, Americas @
- 2015 -2018 Head of Business Planning, Americas Sales and Account Management @
- 2013 -2018 SVP of Customer Success, North America @
- 2012 -2013 Head of Customer Success, Asset Management and Wealth Management, US @
- 2011 -2012 Head of Customer Success, Investment Management, US @
- 2010 -2011 Head of Client Specialists, Major Accounts, United States @
- 2009 -2010 VP, Acting Head of Client Training and Business Service Consulting, Americas @
- 2008 -2009 Vice President, Central Training Resources @
- 2004 -2008 Director @
- 1999 -2004 Principal Consultant @
Lawrence Waldman Education
- University of Pittsburgh
Doctor Of Jurisprudence (Legal Studies, International Law, Law)
1992-1995 - Lafayette College
Bachelor Of Arts (Law, Government)
1988-1992
Lawrence Waldman Skills
- Business Strategy
- Software as a Service (SaaS)
- Leadership
- Customer Success
- Relationship Management
- Team Management
- Retention Strategies
- Financial Markets
- Strategy
- Financial Services
- Business Development
- Equities
- Business Analysis
- Account Management
- Electronic Trading
- CRM
- Trading
- Vendor Management
- Mergers & Acquisitions
- Asset Management
- Sales
- Consulting
- Hedge Funds
- Customer Retention
- Solution Selling
- Finance
- Sales Management
- FX Options
- Analysis
- Portfolio Management
- Customer Satisfaction
- Asset Managment
- Sales Operations
- Investments
- Securities
- Wealth Management
- Emerging Markets
- Options
- Salesforce.com
- Enterprise Software
- Trading Systems
- Bloomberg
- Siebel
- Training
- Lead Generation
- Market Data
- Reference Data
- Wealth Management Services
- Fixed Income
- Capital Markets
- Investment Management
- Investment Banking
- Derivatives
- Commodity
- Program Management
- Customer Service
- Mergers and Acquisitions
- Research
- Financial Analysis
Lawrence Waldman Summary
- Lawrence Waldman, based in New York, NY, US, is currently a EVP, Global Head of Client Success at LRN. Lawrence Waldman brings experience from previous roles at GLMX - Access, Automate, Analyze, Exegy, Morningstar and SHL. Lawrence Waldman holds a 1992 - 1995 Doctor Of Jurisprudence in Legal Studies, International Law, Law @ University of Pittsburgh. With a robust skill set that includes Business Strategy, Software as a Service (SaaS), Leadership, Customer Success, Relationship Management and more. Lawrence Waldman has 2 emails and 2 mobile phone numbers on RocketReach.
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