Windy Adams Email & Phone Number
Chief Operating Officer @ Ellevate
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Windy Adams Location
- Florida, United States
Windy Adams Work
- Chief Operating Officer @ (April 2026 - Present)
- Chief Experience Officer, CXO @ (September 2025 - April 2026)
- SVP, Client Experience and Strategic Partnerships @ (November 2022 - September 2025)
- SVP, Client Experience @ (January 2022 - November 2022)
- VP Partner and Client Experience @ (June 2020 - January 2022)
- Sr. Director, Strategic Partnerships @ (January 2020 - May 2020)
- Director, Strategic Partnerships and Client Experience @ (February 2019 - January 2020)
- Director, Client Experience @ (July 2017 - February 2019)
- Sr. Manager, Black Diamond Operations @ (May 2017 - July 2017)
- Manager, Black Diamond Operations @ (November 2014 - May 2017)
- Manager, Client Service @ Black Diamond Performance Reporting, LLC (May 2011 - November 2014)
- Client Advocate @ Black Diamond Performance Reporting, LLC (January 2008 - January 2011)
- Performance Analyst @ Morgan Keegan (January 2004 - May 2008)
Windy Adams Education
- Georgia Southern University
Bachelor (Finance)
Windy Adams Skills
- Customer Service
- Equities
- Portfolio Management
- Salesforce.com
- Financial Analysis
- Business Analysis
- Data Analysis
- Financial Services
- Investments
- Alternative Investments
- Asset Allocation
- Asset Management
- Mutual Funds
- Series 7
- Wealth Management
- Management
Windy Adams Summary
- Windy Adams, based in Florida, United States, is currently a Chief Operating Officer at Ellevate. Windy Adams brings experience from previous roles at Mosai and Forcura. Windy Adams holds a Bachelor in Finance @ Georgia Southern University. With a robust skill set that includes Customer Service, Equities, Portfolio Management, Salesforce.com, Financial Analysis and more. Windy Adams has 3 emails and 1 mobile phone numbers on RocketReach.
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