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Jim Levy

SVP & Chief Financial Officer

Jim Levy is Richardson Sales Performance’s Chief Financial Officer. He is responsible for the financial management of Richardson Sales Performance and for empowering its leaders by providing business visibility.

Prior to joining Richardson Sales Performance in June 2016, Jim served as Senior Director and Divisional CFO of Checkpoint Systems’ Merchandise Availability Solutions division. Jim’s experience includes managing team across Europe, Asia, and Latin America. At Checkpoint, Jim led global teams from NAM, EU, Asia and LATAM to design and implement process improvements for forecasting, pricing, supply chain, and working capital. These improvements resulted in over $20 million in annual EBITDA enhancement. Jim joined Checkpoint in 2008 after working as an investment banker at Shattuck Hammond Partners, where he executed mergers, acquisitions, divestitures, municipal bond financings, and interest rate swaps for non-profit healthcare clients.

Jim earned his bachelor’s degree in Economics and International Studies from Emory University in Atlanta, Georgia. He resides in Swarthmore, Pennsylvania with his wife, speaks Spanish and is fluent in French, and spends his free time traveling, playing golf, and volunteering with local educational charities.

Consultative Selling Skills

Brief: Selling in the Financial Services Industry

Sales professionals need a more active approach to engage customers. Here, we explore how trust, decisiveness, support, differentiatio...

Sales Training Effectiveness

eBook: A Guide to Measuring Sales Training Effectiveness

Before implementing any training programme, you need a baseline. This helps to establish where you’re at now and to make sure that...

Sales Training Effectiveness

Research: Understanding Selling Challenges in 2018

Richardson Sales Performance’s 2018 Selling Challenges Study reveals a panoramic view of the changes confronting sales professionals...

Account Growth

White Paper: 6 Account Management Best Practices

Establishing existing clients as strategic accounts is a crucial component of any sales strategy. Why? Fundamentally, selling to an...