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Charlotte Location
New York, NY, US
Charlotte Work
Head of Customer Success @ (April 2025 - Present)
People Operations Leader @ (December 2024 - April 2025)
Head of Sales @ (March 2024 - December 2024)
Director, Business Development @ (September 2022 - June 2024)
Senior Manager, Business Development @ (December 2021 - September 2022)
Account Executive, Small Business | Financial Services @ (May 2019 - November 2020)
Business Development Representative | Team Lead | West Hub Lead @ (July 2018 - April 2019)
Sales Development Representative | West Hub Lead @ (August 2017 - June 2018)
Member @ (November 2023 - Present)
Account Executive, Growth Business | Financial Services - Team Lead @ (November 2020 - January 2022)
Investment Management Analyst @ (June 2016 - August 2016)
Charlotte Education
Stanford University
Bachelor of Arts - BA
Charlotte Summary
Charlotte, based in New York, NY, US, is currently a Head of Customer Success at Guidewheel. Charlotte brings experience from previous roles at Guidewheel. Charlotte holds a Bachelor of Arts - BA @ Stanford University.
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