A

Adam Tubbs

CEO

Cleveland, Ohio, United States18 yrs 1 mo experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Proven leadership as CEO driving company strategy.
  • Extensive experience in IT and project management.
  • Strong background in financial services and client relations.
Stackforce AI infers this person is a Fintech executive with deep expertise in IT and project management.

Contact

LinkedIn

Skills

Core Skills

Information TechnologyProject ManagementFinancial ServicesBusiness Development

Other Skills

Customer ServiceStrategic PlanningTeam BuildingMicrosoft OfficeAnalytical SkillsBusinessHelping Clients SucceedRequirements GatheringTroubleshootingTrainingManagementTechnical SupportVisioBusiness AnalysisFinance

Experience

18 yrs 1 mo
Total Experience
9 yrs
Average Tenure
17 yrs 5 mos
Current Experience

Fit technologies

4 roles

Chief Executive Officer

Promoted

Jul 2021 – Present · 4 yrs 10 mos · Cleveland, Ohio, United States

Information TechnologyProject ManagementCustomer ServiceFinancial ServicesStrategic PlanningTeam Building+24

Chief Accountability Officer

Promoted

Jan 2021 – Jun 2021 · 5 mos · Cleveland, Ohio, United States

Client Services Director

Promoted

Aug 2016 – Jan 2021 · 4 yrs 5 mos · Cleveland, Ohio, United States

Client Services Manager

Nov 2008 – Aug 2016 · 7 yrs 9 mos · Cleveland, Ohio, United States

Merrill lynch

Financial Advisor

Jan 2008 – Sep 2008 · 8 mos

  • Conducted financial industry research to further my knowledge of the financial markets using advanced research tools and programs offered by Merrill Lynch
  • Developed public speaking skills through sales practice seminars, peer-to-peer learning, and training program progression forums
  • Researched products and services Merrill Lynch offered and developed marketing plans for respective products for high net worth prospects.
  • Created presentations for peers using MS PowerPoint and Excel programs.
  • Attained a General Securities License (Series 7) to hold securities for clients

Education

Cleveland State University

Executive MBA — Business

Jan 2019 – Jan 2021

Arizona State University

B.S — Economics

Jan 2004 – Jan 2008

Lorain Catholic High School

HS Diploma

Jan 2000 – Jan 2004

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