Client Relationship Specialist @ (February 2019 - February 2021)
Customer Success Manager @ (December 2016 - July 2017)
Customer Success Manager @ (January 2014 - October 2015)
Senior Account Manager @ (August 2012 - August 2013)
Information Technology Business Analyst @ (July 2005 - September 2012)
Senior Account Manager - Equity Order Management Systems @ (January 2003 - July 2005)
National Key Account Manager @ (September 2000 - January 2003)
Analyst - Bloomberg Client Support Center @ (January 2000 - September 2000)
Lindsay James Education
The Johns Hopkins University
Bachelor's degree
1995-1999
Moorestown Friends 1991-1995
Lindsay James Skills
Account Management
Bloomberg
Bloomberg Terminal
Bonds
Business Development
Capital Markets
Client Presentation
Cloud Computing
Consultative Selling
Credit Derivatives
Customer Engagement
Customer Retention
Customer Success
Derivatives
Direct Sales
ETFs
Electronic Trading
Electronic Trading Systems
Enterprise Software
Equities
Equity Derivatives
Equity Trading
FX Options
Financial Markets
Financial Services
Fixed Income
Foreign Exchange
Hedge Funds
Interest Rate Derivatives
Investments
Market Data
New Business Development
Options
Portfolio Management
Product Demonstration
Renewals
SaaS
Sales
Sales Presentations
Salesforce.com
Series 63
Series 7
Software Implementation
Software as a Service (SaaS)
Strategy
Structured Products
Trading
Trading Systems
Training
Wealth Management
Business Analysis
Customer Service
Leadership
Public Speaking
Marketing
Lindsay James Summary
Lindsay James, based in Ladera Ranch, CA, US, is currently a Senior Sales Engineer at Addepar. Lindsay James brings experience from previous roles at Addepar, Charles Schwab, Seismic Software and LiveOps. Lindsay James holds a 1995 - 1999 Bachelor's degree @ The Johns Hopkins University. With a robust skill set that includes Account Management, Bloomberg, Bloomberg Terminal, Bonds, Business Development and more. Lindsay James has 2 emails and 4 mobile phone numbers on RocketReach.
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