Director Of Customer Success
Current
Dec 2023 - Present
AeroLeads people directory · profile
Jim Orman Email & Phone Number
Director of Customer SuccessElderlife Financial Services
at
ElderLife Financial Services
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Director of Customer SuccessElderlife Financial Services
Location
Hendersonville, Tennessee, United States
Company size
Who is Jim Orman? Overview
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Quick answer
Jim Orman is listed as Director of Customer SuccessElderlife Financial Services at ElderLife Financial Services, a company with 26 employees, based in Hendersonville, Tennessee, United States. AeroLeads shows a matched LinkedIn profile for Jim Orman.
Jim Orman previously worked as Director of Customer Success at Elderlife Financial Services and Director Of Purchasing at Simply Mac - Apple Premier Partner. Jim Orman holds Pursued Bachelors Degree, Business Administration And Management, General from Middle Tennessee State University (Mtsu).
Company email context
Email format at ElderLife Financial Services
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ElderLife Financial Services
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Profile bio
About Jim Orman
➡Productive and results-focused: Track record of developing operational strategy and translating it into actionable goals for performance and growth. Vast experience in scaling companies into large national operations. Thrives on improving processes, utilizing resilience to overcome challenges, and finding creative ways to achieve goals. Known for strategizing and implementing operational plans with a key objective of maximizing business profits. Passion for helping others learn and develop so they may perform at the highest level and achieve personal as well as professional growth.
Current workplace
Jim Orman's current company
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Elderlife Financial Services
5 roles · 21 years
Jim Orman work experience
A career timeline built from the work history available for this profile.
Director Of Purchasing
Managed $30M inventory holding and purchasing budget. Led 6 employees with continued duties from VP of Operations role. Collaborate with Finance team to ensure transaction costs and accuracy in AP/AR.
2020 - Jun 2022
Senior Manager Of Programs And Analytics
Utilized $5K annual budget to develop database storage, and merge all data into the connected database for reporting and analyzing company performance. Managed data from multiple sources including point of sale, traffic counter, payroll, external systems, and various spreadsheets. Performed business operations analysis for executive review while ensuring.
2014 - 2020
~6 yrs
Vice President Operations
Developed, staffed, and managed in-house certified preowned equipment division for processing used items for resale. Responsible for negotiating, evaluating, and procuring used items in high volume and directing of shipments to Nashville CPO division. Managed relationships with 30+ vendors and suppliers including Apple, Ingram Micro, Tech Data, Griffin.
2008 - 2014
~6 yrs
Director Of Service Operations
Managed high-volume service location in Nashville, TN as well as high-volume service contracts in Louisville, KY, and Memphis, TN. Drafted SOPs for all service operations. Oversaw staffing, scheduling, and performance for 30+ employees. Developed and managed relationship with Apple Service division as an Apple Authorized Service Provider. Conducted regular.
2005 - 2008
~3 yrs
Team & coworkers
Colleagues at ElderLife Financial Services
Other employees you can reach at elderlifefinancial.com. View company contacts for 26 employees →
BH
Bailey Huckaby
Colleague at Elderlife Financial Services
Washington DC-Baltimore Area, United States
View →
SJ
Sara Jones
Colleague at Elderlife Financial Services
Hendersonville, Tennessee, United States, United States
View →
MS
Matthew Steidl
Colleague at Elderlife Financial Services
Nashville Metropolitan Area, United States
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PS
Paul Solomon Pa, Gri, Sres, Csa, Cltc®
Colleague at Elderlife Financial Services
Boca Raton, Florida, United States, United States
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PD
Peyton Davis
Colleague at Elderlife Financial Services
Mount Juliet, Tennessee, United States, United States
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CP
Cristal Pagan
Colleague at Elderlife Financial Services
Hartford, Connecticut, United States, United States
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BW
Brendan Wynia
Colleague at Elderlife Financial Services
Collierville, Tennessee, United States, United States
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DC
Drew Carver
Colleague at Elderlife Financial Services
Hendersonville, Tennessee, United States, United States
View →
SH
Sherman H.
Colleague at Elderlife Financial Services
Tampa, Florida, United States, United States
View →
JA
Jacqueline A. Herr
Colleague at Elderlife Financial Services
Greater Chicago Area, United States
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Bailey Huckaby
Colleague at Elderlife Financial Services
Washington DC-Baltimore Area, United States
View →
SJ
Sara Jones
Colleague at Elderlife Financial Services
Hendersonville, Tennessee, United States, United States
View →
MS
Matthew Steidl
Colleague at Elderlife Financial Services
Nashville Metropolitan Area, United States
View →
PS
Paul Solomon Pa, Gri, Sres, Csa, Cltc®
Colleague at Elderlife Financial Services
Boca Raton, Florida, United States, United States
View →
PD
Peyton Davis
Colleague at Elderlife Financial Services
Mount Juliet, Tennessee, United States, United States
View →
CP
Cristal Pagan
Colleague at Elderlife Financial Services
Hartford, Connecticut, United States, United States
View →
BW
Brendan Wynia
Colleague at Elderlife Financial Services
Collierville, Tennessee, United States, United States
View →
DC
Drew Carver
Colleague at Elderlife Financial Services
Hendersonville, Tennessee, United States, United States
View →
SH
Sherman H.
Colleague at Elderlife Financial Services
Tampa, Florida, United States, United States
View →
JA
Jacqueline A. Herr
Colleague at Elderlife Financial Services
Greater Chicago Area, United States
View →
1 education record
Jim Orman education
FAQ
Frequently asked questions about Jim Orman
Quick answers generated from the profile data available on this page.
What company does Jim Orman work for?
Jim Orman works for ElderLife Financial Services.
What is Jim Orman's role at ElderLife Financial Services?
Jim Orman is listed as Director of Customer SuccessElderlife Financial Services at ElderLife Financial Services.
Where is Jim Orman based?
Jim Orman is based in Hendersonville, Tennessee, United States while working with ElderLife Financial Services.
What companies has Jim Orman worked for?
Jim Orman has worked for Elderlife Financial Services and Simply Mac - Apple Premier Partner.
Who are Jim Orman's colleagues at ElderLife Financial Services?
Jim Orman's colleagues at ElderLife Financial Services include Bailey Huckaby, Sara Jones, Matthew Steidl, Paul Solomon Pa, Gri, Sres, Csa, Cltc®, and Peyton Davis.
How can I contact Jim Orman?
You can use AeroLeads to view verified contact signals for Jim Orman at ElderLife Financial Services, including work email, phone, and LinkedIn data when available.
What schools did Jim Orman attend?
Jim Orman holds Pursued Bachelors Degree, Business Administration And Management, General from Middle Tennessee State University (Mtsu).
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