Vice President, Customer Success
Current
Nov 2021 - Present
AeroLeads people directory · profile
Douglas Levy Email & Phone Number
Championing Customer Success & Scaling Early Stage / Rapid Growth Companies in Competitive Global FinTech Market
at
AppCard, Inc.
1 work email found
@complysci.com
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Championing Customer Success & Scaling Early Stage / Rapid Growth Companies in Competitive Global FinTech Market
Location
New York, New York, United States
Who is Douglas Levy? Overview
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Quick answer
Douglas Levy is listed as Championing Customer Success & Scaling Early Stage / Rapid Growth Companies in Competitive Global FinTech Market at AppCard, Inc., based in New York, New York, United States. AeroLeads shows a work email signal at complysci.com and a matched LinkedIn profile for Douglas Levy.
Douglas Levy previously worked as Vice President, Customer Success at Appcard, Inc. and Vice President, Operations and Customer Success at Complysci. Douglas Levy studied at American University.
Company email context
Email format at AppCard, Inc.
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{first_initial}{last}@complysci.com
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Profile bio
About Douglas Levy
OPERATIONS & CUSTOMER SUCCESS LEADERTransformation and leadership sum up my career from the very beginning. I turned a Bachelor’s degree in political science into success building high-performing operational teams at high-growth fintech firms. I thrive in scaling businesses that are growing. I build high-caliber cross-functional teams, processes, and performance tracking tools focused on customer success, retention, revenue growth, and references. Partnering at the highest corporate levels on key strategic initiatives, I was instrumental in 2 separate acquisitions – Financial Tracking’s sale to ComplySci and the PE majority purchase of ComplySci. I champion the success of our customers, the company, and my teams – I am always available, proactive, and unwavering in my commitment.As a hands-on leader, I define and execute projects and programs that positively impact financial performance. I motivate and inspire my managers to take on challenging assignments and deliver best-in-class results. My unique experience across the business lifecycle in fintech and financial services industries gives me insights and capabilities to lead both client-facing and operational efforts.
Listed skills include Hedge Funds, Financial Analysis, Securities, Fixed Income, and 17 others.
Current workplace
Douglas Levy's current company
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5 roles
Douglas Levy work experience
A career timeline built from the work history available for this profile.
Vice President, Operations And Customer Success
Complysci
I direct all client-facing operations and departments (4) while establishing a dedicated customer success organization. * Facilitated a successful product and staff integration and transition to a new company culture with minimal client impact.* Returned to the US and built operations department implementing the company’s first executive business review.
Oct 2017 - May 2020
Principal | Director Of Operations | Product Owner | General Manager
I advanced internally in a role that evolved from managing implementations and product performance to operations, which represented ~30% of the total new annual recognized revenue on average. * Drove exponential growth from a product suite of 10 products to 18 and a customer base of 75 to 180, resulting in positioning the company as an attractive.
Apr 2011 - Oct 2017
Officer | Senior Relationship Manager
Morgan Stanley Investment Management
I provided core custody, accounting, fund administration, and shareholder recordkeeping for investment operations outsourcing solutions. * Played a vital role in minimizing losses to pension and teacher retirement funds during the market collapse by developing real-time allocation reports.
May 2008 - Mar 2011
Supervisor | Senior Relationship Manager
Rockefeller & Co., Inc
I built and led a new relationship management team, while maintaining a book of client portfolios at high satisfaction levels. * Grew client base at least 10% despite 25% team attrition.
May 2005 - Mar 2008
1 education record
Douglas Levy education
-
American University
FAQ
Frequently asked questions about Douglas Levy
Quick answers generated from the profile data available on this page.
What company does Douglas Levy work for?
Douglas Levy works for AppCard, Inc..
What is Douglas Levy's role at AppCard, Inc.?
Douglas Levy is listed as Championing Customer Success & Scaling Early Stage / Rapid Growth Companies in Competitive Global FinTech Market at AppCard, Inc..
What is Douglas Levy's email address?
AeroLeads has found 1 work email signal at @complysci.com for Douglas Levy at AppCard, Inc..
Where is Douglas Levy based?
Douglas Levy is based in New York, New York, United States while working with AppCard, Inc..
What companies has Douglas Levy worked for?
Douglas Levy has worked for Appcard, Inc., Complysci, Financial Tracking Technologies, Llc, Morgan Stanley Investment Management, and Rockefeller & Co., Inc.
How can I contact Douglas Levy?
You can use AeroLeads to view verified contact signals for Douglas Levy at AppCard, Inc., including work email, phone, and LinkedIn data when available.
What schools did Douglas Levy attend?
Douglas Levy studied at American University.
What skills is Douglas Levy known for?
Douglas Levy is listed with skills including Hedge Funds, Financial Analysis, Securities, Fixed Income, Bloomberg, Asset Management, Portfolio Management, and Equities.
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