James Roman is an experienced professional currently serving as an Insider Risk Specialist at DTEX Systems since February 2024. Prior to this role, James worked as a Go-to-Market Advisor at The Pipeline Group from October 2021 to February 2024. James's extensive background includes significant tenure at BNY Mellon from October 2013 to February 2021, where responsibilities included managing client service operations and compliance procedures for mutual funds, as well as performing various accounting functions. Earlier experience includes client service roles at Xerox, focusing on customer satisfaction and account management. James holds an MBA and a BBA in Marketing from Southern New Hampshire University.
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