Andrea A. Email
Customer Success Manager, Enterprise @ Xtiva Financial Systems
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Andrea A. Location
- Portugal
Andrea A. Work
- 2007 -2007 Assistant Cruise Director @
- 2019 -2020 Senior Manager, Client Success @
- 2014 -2017 Training and Development Consultant @
- 2006 -2009 Account Services @
- 2020 -now Customer Success Manager, Enterprise @
- 2013 -2019 Customer Success + Operations @
- 2019 -2019 Manager, Client Success - Wealthsimple Trade @
- 2017 -2019 Associate AdvisorandRelationship Manager @
- 2013 -2014 Branch Administrator - Equity Agency Trading Desk @
- 2011 -2013 Associate Advisor @
- 2009 -2011 Branch Administrator @
Andrea A. Education
- York University
- Canadian Securities Institute
Canadian Securities Course, Conduct and Practices Handbook Course, Traders Training Course
- Ladies Learning Code
HTML + CSS
Andrea A. Skills
- Marketing
- Operations Management
- Lead Generation
- Investments
- Wealth Management
- Asset Management
- Financial Services
- Mutual Funds
- Building Relationships
- Time Management
- Financial Analysis
- Leadership
- Teamwork
- Strategic Financial Planning
- Management
- Banking
- Finance
- Client Services
- Strategy
- Training & Development
- Client Relations
- Client Onboarding
- Customer Success
- Partner Relationship Management
- PowerPoint
- Social Media
- Public Speaking
- Microsoft Excel
- Training
- Marketing Strategy
Andrea A. Summary
- Andrea A., based in Portugal, is currently a Customer Success Manager, Enterprise at Xtiva Financial Systems. Andrea A. brings experience from previous roles at Holland America Line, Wealthsimple and RBC Wealth Management. Andrea A. holds a York University. With a robust skill set that includes Marketing, Operations Management, Lead Generation, Investments, Wealth Management and more. Andrea A. has 2 emails on RocketReach.
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