Lindsay James Email & Phone Number
Senior Sales Engineer @ Addepar
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Lindsay James Location
- Ladera Ranch, CA, US
Lindsay James Work
- Senior Sales Engineer @ (September 2022 - Present)
- Senior Product Specialist @ (September 2022 - Present)
- Account Manager @ (February 2021 - March 2023)
- 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
- Bloomberg
- Equities
- Business Development
- Business Analysis
- Training
- Customer Retention
- Capital Markets
- Trading
- Hedge Funds
- Financial Markets
- Bloomberg Terminal
- Portfolio Management
- Equity Trading
- Customer Service
- Wealth Management
- ETFs
- Consultative Selling
- New Business Development
- Trading Systems
- Financial Services
- FX Options
- Leadership
- Series 63
- Structured Products
- Sales
- Investments
- Public Speaking
- Interest Rate Derivatives
- Equity Derivatives
- Cloud Computing
- Electronic Trading Systems
- Strategy
- SaaS
- Account Management
- Credit Derivatives
- Derivatives
- Series 7
- Foreign Exchange
- Sales Presentations
- Electronic Trading
- Marketing
- Salesforce.com
- Customer Engagement
- Market Data
- Bonds
- Options
- Product Demonstration
- Fixed Income
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 and Seismic Software. Lindsay James holds a 1995 - 1999 Bachelor's degree @ The Johns Hopkins University. With a robust skill set that includes Bloomberg, Equities, Business Development, Business Analysis, Training and more. Lindsay James has 2 emails and 4 mobile phone numbers on RocketReach.
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