James Lailey is an experienced Director and the North American Head of Account Management & Client Success, specializing in Securities Lending and related financial services. They have held pivotal roles at prominent institutions such as Deutsche Bank and CIBC, where they managed significant P&L and cultivated key client relationships. James possesses a strong background in trading, risk management, and compliance, and has demonstrated success in enhancing client origination and optimizing portfolio performance. They are a FINRA registered representative, holding Series 7, 24, and 63 licenses.
This person is not in the org chart
This person is not in any teams
This person is not in any offices