Please complete the CAPTCHA to continue
@evestment.com
✓
4 phones found area 917, 941, and 646
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
James Mcsweeney is listed as Client Success | Account Management | Market Share Growth | Competitive Displacements | Relationship Management based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at evestment.com, phone signal with area code 917, 941, 646, and a matched LinkedIn profile for James Mcsweeney.
James Mcsweeney previously worked as Client Success Manager at Evestment and Investment Advisor at Truvium Financial Group. James Mcsweeney holds Bs, Finance from Suny Brockport.
This section adds company-level context without repeating James Mcsweeney's masked contact details.
AeroLeads found 1 current-domain work email signal for James Mcsweeney. Compare company email patterns before reaching out.
Sales and Account Management Professional with extensive experience in the Financial Services Industry. Customer-focused sales leader with proven history of generating new business in Financial market data and Services sales. Recognized as a consistent performer with highly successful customer relationships, team-building and negotiation skills. Significant experience in Market Data and Software Applications. Team player, proven track record of exceeding plan and multiple time member of CEO Circle for sales performance.Strategic Account Management | Customer Development & Retention | Consultative Selling | FinTech | SaaS | Market Share Growth | Competitive Displacements | Sales Strategy Development | Relationship Management | Needs Analysis
Listed skills include Financial Markets, Market Data, Trading Systems, Financial Services, and 9 others.
A career timeline built from the work history available for this profile.
eVestment, a Nasdaq company, is a high-growth, financial technology firm headquartered in Atlanta with offices in NYC, London, Hong Kong, Sydney, Tokyo, and Edinburgh. Our SaaS-based platform connects the institutional investing community through unique data, intelligence and analytics.Our clients include institutional investors, consultants, traditional.
Greater New York Area
Taking a holistic view to wealth advisory. By putting the process before the product, we focus on the clients wants and needs. We simulate and stress test all recommendations, giving a scientific approach to investing.
Greater New York City Area
Created and drove regional U.S. strategy for accounts with a focus on revenue, retention and growth.Drove sales process from commencement to conclusion, including target identification, product pitch, and contract negotiation with Heads of Desk, Managing Directors, and C-Level buyers, increasing Thomson Reuters revenues, while simultaneously reducing.
Greater New York City Area
Grew and retained a book of business in excess of $45M in annual spend with world’s largest global banks.
Greater New York City Area
Grew and retained a book of business in excess of $25M in annual spend.
Greater New York City Area
Responsible for selling software solutions to the financial marketplace. Collaborate with clients to identify most appropriate software solutions. Responsible for selling consultants and support to assist with software solutions.
Quick answers generated from the profile data available on this page.
James Mcsweeney is listed as Client Success | Account Management | Market Share Growth | Competitive Displacements | Relationship Management.
AeroLeads has found 1 work email signal at @evestment.com for James Mcsweeney.
AeroLeads has found 4 phone signal(s) with area code 917, 941, 646 for James Mcsweeney.
James Mcsweeney is based in New York City Metropolitan Area, United States, United States.
James Mcsweeney has worked for Evestment, Truvium Financial Group, Thomson Reuters, Reuters America, and Reuters.
You can use AeroLeads to view verified contact signals for James Mcsweeney, including work email, phone, and LinkedIn data when available.
James Mcsweeney holds Bs, Finance from Suny Brockport.
James Mcsweeney is listed with skills including Financial Markets, Market Data, Trading Systems, Financial Services, Electronic Trading, Fixed Income, Vendor Management, and Customer Service.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the James Mcsweeney you were looking for.
