Caseley Pinto Email & Phone Number

VP, Customer Success @ Healthie

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Caseley Pinto Location

New York, NY, US

Caseley Pinto Work

VP, Customer Success @ (September 2025 - Present)
Advisory Board Member @ (June 2025 - Present)
Sr. Director, Client Success and Strategic Partnerships @ (September 2023 - August 2025)
Director, Client Success @ (January 2020 - September 2023)
Head of Enterprise Relationship Management @ (January 2016 - December 2019)
Bank Loan Analyst and Trading Support @ (June 2012 - January 2016)
Operations Analyst @ (May 2010 - May 2012)
Personal Banker and Teller @ (September 2008 - May 2010)

Caseley Pinto Education

New York University
Bachelors (Economics, Magna Cum Laude)
Rhode Island School of Design
Certificate (Fine and Studio Arts, CE)

Caseley Pinto Skills

Account Management
Alternative Investments
Bloomberg
Bonds
Broker Relationship Management
Business Process Improvement
Business Process Optimization
Client Engagement
Client Portfolio Growth
Client Success Leadership
Communication
Consumer Banking
Contract Negotiation
Cross-Selling Strategy
Cross-functional Team Leadership
Customer Experience
Customer Experience (CX)
Customer Experience Optimization
Customer Health Metrics
Customer Health Optimization
Customer Relationship Management (CRM)
Customer Retention
Customer Retention Strategy
Customer Satisfaction
Customer Success
Customer Success Leadership
Customer Success Strategy
Data Integrity
Derivatives
Derivatives Workflow Design
Emerging Markets
Enterprise Account Management
Enterprise Strategy
Enterprise Success Strategy
Equities
Executive Relationship Management
FX Options
Financial Operations
Financial Product Knowledge
Financial Services
Fixed Income
Fixed Income Expertise
GTM Enablement
GTM Execution & Coaching
GTM Strategy & Cross-Functional Alignment
GTM Strategy Alignment
Global Cross-Functional Team Leadership
Go-to-Market (GTM) Execution
Hedge Funds
Investments
KPI Design
Leadership
Lifecycle Performance Management
Onboarding Innovation
Onboarding Optimization
Operational Scalability & Process Design
Operational Strategy
Options
Partnership Enablement
Performance Coaching
Portfolio Growth
Portfolio Management
Prime Brokerage
Process Automation
Program Management
Relationship Management
Retention Modeling
Retention Strategy
Revenue Expansion
Revenue Forecasting
Revenue Growth Enablement
Risk Operations
SaaS Growth Strategy
Sales Enablement
Sales Strategy
Salesforce Optimization
Strategic Client Expansion
Strategic Partnerships
Strategic Partnerships & Ecosystem Development
Swaps
Trade Execution
Trade Lifecycle Management
Trading
Valuation
Vendor Management
Voice of Customer (VoC) Programs
Workflow Integration

Caseley Pinto Summary

Caseley Pinto, based in New York, NY, US, is currently a VP, Customer Success at Healthie. Caseley Pinto brings experience from previous roles at Ragu.AI, Juniper Square and Addepar. Caseley Pinto holds a Bachelors in Economics, Magna Cum Laude @ New York University. With a robust skill set that includes Account Management, Alternative Investments, Bloomberg, Bonds, Broker Relationship Management and more. Caseley Pinto has 3 emails and 2 mobile phone numbers on RocketReach.