Oppenheimer Holdings
James Lin is an accomplished finance professional with extensive experience in investment banking. Currently serving as Executive Director at Oppenheimer & Co. Inc. since January 2020, James has progressed through various roles including Director and Associate in the same firm. Prior to this, James contributed as a consultant for new initiatives at Lime and co-founded a marketing-to-payments platform for restaurants at Visa/Prefix'd, participating in Visa's Everywhere Initiative Accelerator program. James's earlier career includes positions at Lazard and Bank of America Merrill Lynch, where roles ranged from Analyst to Associate in investment banking. James holds a Bachelor of Science degree in Finance from USC Marshall School of Business.
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