James P. Lovely

Csm, Strategic Accounts at Interact

James P. Lovely has a diverse work experience spanning multiple industries.

James P. began their career at Bank of Oklahoma as a Private Banking Officer, where they managed a multi-million dollar portfolio of high net worth clients. James P. conducted financial underwriting, cash flow analysis, credit monitoring, and worked with the bank's Fiduciary and Portfolio Management teams.

After that, they worked at SpiritBank as an AVP - Credit Analyst, performing financial underwriting, credit monitoring, and providing training and coaching to the analyst team.

James P. then joined the City of Tulsa's Sales Tax Overview Committee, where they were twice appointed by the Mayor. In this role, they reviewed and reported on the expenditures of capital improvement sales tax revenues and General Obligation bonds.

James then transitioned to the energy industry, working at ONEOK as an NGL Pipeline Controller and later as an NGL Scheduler. In these roles, they oversaw the movement of pipelines, coordinated scheduling, and managed communication with internal and external stakeholders.

James P. subsequently joined i2E, Inc. as a Venture Advisor, where they advised startup ventures in areas including business development, strategic planning, and investor relations. James P. also managed ongoing commercialization efforts for portfolio companies.

James served as an Advisory Board Member at The Forge, a business incubator and startup hub in Downtown Tulsa. Here, they provided mentorship and support to startups and helped shape entrepreneurial success stories.

James P. then moved to Verinovum, Inc. as a Manager, Customer Success & Technical Support. In this position, they managed the customer base, technical support team, and oversaw software development and infrastructure resources. James P. also implemented a Customer Success program and developed support incident management programs.

Currently, James is working at Interact Software as a CSM, Strategic & Enterprise Accounts. Interact is a scalable digital workplace platform that focuses on improving company communications. James is responsible for connecting and enabling data-driven management of the modern workforce.

Throughout their career, James has demonstrated skills in customer success, technical support, project management, financial analysis, strategic planning, and business development. James P. has also been actively involved in the startup community and has a strong background in the energy industry.

James P. Lovely attended Cascia Hall Preparatory School from an unknown start year until 1999. After completing their high school education, they enrolled at Oklahoma State University where they obtained a Bachelor's Degree in Finance in 2003. Following their undergraduate studies, they pursued higher education at the same institution and earned a Master of Business Administration (M.B.A.) degree in 2010.

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Previous companies

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Timeline

  • Csm, Strategic Accounts

    March, 2021 - present