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James Han

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James Han

Chief Customer Officer | YCharts

United States

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James Han

Summary

James Han is a seasoned professional in customer success and investment management, currently serving as the Chief Customer Officer at YCharts. With a robust background in finance, he has honed his expertise in asset allocation, capital markets, and portfolio management. James has a proven track record of leadership within the prepackaged software industry, having held several key positions at YCharts since 2015. His educational credentials include an MBA from the University of Michigan, specializing in entrepreneurship and finance, which complements his analytical skills developed during his undergraduate studies in social science. James is passionate about leveraging technology to enhance customer experiences and drive smarter investment decisions. He is known for his strategic thinking and ability to navigate complex financial landscapes. Outside of work, James is likely to have interests that align with emerging technologies and innovation in the finance sector.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

James Han

Work Experience

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Chief Customer Officer at

YCharts

January 2024 - Present

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VP - Customer Success at

YCharts

August 2018 - January 2024

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Director - Customer Success at

YCharts

August 2016 - July 2018

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Implementation Manager at

YCharts

January 2015 - July 2016

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Municipal Debt Analyst/Trader at

Kayne Anderson Rudnick

September 2007 - April 2014

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Associate at

UBS Group AG

June 2006 - October 2006

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Intern at

UBS FINANCIAL SERVICES

March 2005 - June 2006

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James Han

Education

Ross School of Business, Master Of Business Administration (Mba)

January 2014 - January 2016

University of California, Irvine, B.A.

January 2002 - January 2006

Frequently Asked Questions about James Han

What is James Han email address?

James Han's primary email address is ****@ycharts.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does James Han work for?

James Han is a Chief Customer Officer at YCharts, a company specializing in Functions related to depository banking.

Where James Han graduated from?

James Han holds a degree in Entrepreneurship/Entrepreneurial Studies & Finance from Ross School of Business.

How can I directly contact James Han?

To contact James Han directly, you can use the email address ****@ycharts.com. Complete contact information is available upon registration with Muraena.

Who is James Han?

James Han is a seasoned professional in customer success and investment management, currently serving as the Chief Customer Officer at YCharts. With a robust background in finance, he has honed his expertise in asset allocation, capital markets, and portfolio management. James has a proven track record of leadership within the prepackaged software industry, having held several key positions at YCharts since 2015. His educational credentials include an MBA from the University of Michigan, specializing in entrepreneurship and finance, which complements his analytical skills developed during his undergraduate studies in social science. James is passionate about leveraging technology to enhance customer experiences and drive smarter investment decisions. He is known for his strategic thinking and ability to navigate complex financial landscapes. Outside of work, James is likely to have interests that align with emerging technologies and innovation in the finance sector.

James`s contact details

mail

****@ycharts.com

Colleagues

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Estee Faranda

Board Member

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Gene Romero

VP of Sales

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Rushi Shah

VP of Product Management

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Lauck Olson

Vice President of Enterprise Sales

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Sam Ryder

Board Member

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Sean Brown

President and CEO

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Kara Hughes

Vice President of Marketing

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Klaidi Dhamo

Chief Technology Officer

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Dave Lubnik

Senior Vice President of Institutional Sales

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