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Andrew Poon Location
New York, NY, US
Andrew Poon Work
Director of Client and Partnership Services @ (September 2026 - Present)
Director of Customer Success @ (June 2026 - August 2026)
Senior Customer Success Manager @ (May 2023 - June 2026)
Client Partner and Senior Customer Success Manager @ (February 2022 - May 2023)
Manager, Go-to-Market Product Development @ (May 2021 - February 2022)
Product Development Vice President @ (January 2021 - May 2021)
Product Development Senior Associate @ (August 2019 - January 2021)
Manager - Strategy @ (January 2016 - April 2019)
Project Manager @ (January 2015 - December 2016)
Risk Management Associate @ (December 2012 - January 2015)
Management Consultant @ (November 2011 - December 2012)
Andrew Poon Education
Binghamton University
Bachelor of Science (B.S.) (Financial Economics)
Penn State University
Bachelor's Degree
Andrew Poon Skills
Project Management
Process Automation
Customer Relationship Management (CRM)
New Revenue Generation
New Business Acquisition
Consulting
FinTech
Business Strategy
Agile Methodologies
SWIFT Messaging
Payments
Post-Trade Processing
Fund Services
Global Custody
Salesforce.com
Postman API
OpenID Connect (OIDC)
Jira
Software Development Life Cycle (SDLC)
Engagement Management
Customer Success
Business Development
Product Management
Business Process Improvement
Business Analysis
Data Analysis
Financial Analysis
Accounting
Financial Services
Risk Management
Financial Modeling
Sales
Insurance
Banking
Strategic Planning
Photoshop
Time Management
Leadership
Coaching
Training
Teamwork
Team Building
Insurance Claims
Mortgage Banking
Product Development
Client Services
Program Management
API
Wage
PowerPoint
E Views
Attorneys
Verizon
Dance
Economics
Microsoft Visio
Retail
Eviews
Expenses
Lotus Notes
Swimming
Financial Economics
Forecasting
Spreadsheets
New York
Customer Satisfaction
System
Detail
Store Management
Finance
Searching
Visio
Expense Reports
Sheet
Blueprint Reading
Claim
Pivot Tables
Operations
Outlook
Inventory
HTML
UPS systems
Microsoft Office
Microsoft Word
Entrepreneurship
Microsoft Excel
Customer Service
Bookkeeping
No Fault
Hunger
Cantonese
Invoicing
QuickBooks
Financial Transactions
Small Business
Management
Conferences
Science
Wireless
Mandarin
IBM iSeries
Analysis
Computer Proficiency
Country
Andrew Poon Summary
Andrew Poon, based in New York, NY, US, is currently a Director of Client and Partnership Services at Coherent. Andrew Poon brings experience from previous roles at Coherent and Unqork. Andrew Poon holds a Bachelor of Science (B.S.) in Financial Economics @ Binghamton University. With a robust skill set that includes Project Management, Process Automation, Customer Relationship Management (CRM), New Revenue Generation, New Business Acquisition and more. Andrew Poon has 3 emails and 2 mobile phone numbers on RocketReach.
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