James O'Leary

James O'Leary is an accomplished finance and customer success leader with extensive experience in various roles across multiple companies. Currently serving as the Vice President of Customer Success for Anaplan since January 2018, James drives value throughout the customer lifecycle and develops strategies for an exceptional customer experience. Previously, James held several key positions at Geller & Company, including CFO & Team Leader, where financial strategy alignment and budgeting were priorities. James also served as Vice President at PineBridge Investments, overseeing global sales and marketing finance, and began professional career as a Senior Analyst at Commonfund, enhancing customer service strategies. James holds an MBA in Finance & International Business from the University of Connecticut and an A.B. in English from Dartmouth College.