Jim Lumley

Jim Lumley is a seasoned sales professional with extensive experience in the financial services sector. Currently serving as a Senior Sales Development Partner at Clearwater Analytics since March 2021, Jim has previously held key positions including Director of Intermediary Sales and Marketing at Centre Asset Management, LLC, and Hybrid Wholesaler at Forward. Jim's early career involved roles such as Internal Wholesaler at Transamerica and Licensed Relationship Manager at KeyBank, where skills in client acquisition and relationship building were honed, leading to exceptional sales achievements. Educational credentials include a degree in History and Business from Lycoming College.