Position:
Senior Customer Success Manager at Channelinsight
Work:
Channelinsight
- Greater Denver Area since 2009
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Senior Customer Success Manager
BOWNE /GCOM2 SOLUTIONS
Aug 2005 - 2009
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Manager of Mutual Fund Services / Software Account Manager (Bowne has been purchased by RR Donnelly)
Knox Adventures
Jan 2000 - Jul 2005
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Owner - Adventure Consultant
General Electric Asset Management, Inc.
Jul 1999 - Oct 2000
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Financial Analyst Private Equities
General Electric Asset Management, Inc.
Feb 1998 - Jul 1999
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Mutual Fund Specialist
Skills:
Process Improvement, Cross-functional Team Leadership, Account Management, Requirements Analysis, CRM, SaaS, Operations Improvement, Operations Management, SFDC, Product Management, Business Development, Strategy, Lead Generation
Awards:
Certificate of Merit - Outstanding Service to Miami University
Miami University Parents Association
For Outstanding Service to Miami University.
Presented by the Dean of Students and the Parents Council Representative April 15, 1997 for "outstanding contributions of time, talent and energy" while in a leadership role.
Certifications:
Six Sigma Green Belt Training
Series 7 - General Securities Representative Examination, Financial Industry Regulatory Authority (FINRA) formally the National Association of Securities Dealers (NASD)
Series 63 - Uniform Securities Agent State Law Examination, Financial Industry Regulatory Authority (FINRA)