Norbury Financial has appointed James W. Anderson, CFA as the VP of Sales & Client Service, a role which will see him building Norbury’s sales and support team as well as lending guidance to their marketing effort.
“As Norbury continues to thrive as a leader in the research management space, we are pleased to welcome James as a senior level executive to help us expand our sales force and client support team. With over 15 years of sales and financial analysis experience, James brings with him a unique skill set tailored to help drive the growth of a financial technology company on the front lines of innovation,” says Dan Dykens, CEO, Norbury Financial.
In addition to joining the firm, Anderson became an equity stakeholder personally investing in the latest round of venture funding. “The technology, business model, and the solution offered to the financial services community by Norbury are particularly impressive and compelling,” says Anderson.
Prior to joining Norbury, Anderson worked as a vice president & director of sales & consulting at FactSet Research Systems. Under his leadership, their Northeast division developed and maintained the largest client relationships known to FactSet globally.
Over the years, Anderson has supported the efforts of the CFA Institute and two of its chapters of which he has been a member, the Boston Security Analysts Society (BSAS) and the Montreal CFA Society. In that pursuit, Anderson is currently coordinating the full length practice exam for Level II of the CFA curriculum sponsored by the BSAS and offered to CFA member societies and CFA candidates worldwide.
In addition to the CFA designation, Anderson has a degree in economics from Kenyon College in Gambier Ohio.