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.
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