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Daniel Berroya Location
New York, NY, US
Daniel Berroya Work
Vice President, Global Enablement @ (October 2022 - Present)
Vice President of Customer Success @ (January 2020 - January 2022)
Head of Services Operations @ (January 2017 - January 2019)
Head of Customer Success @ (January 2014 - January 2017)
Senior Associate - Product Development @ (January 2005 - January 2014)
Daniel Berroya Education
Villanova University
Bachelor of Arts (BA)
2001-2005
Daniel Berroya Skills
AI / Automation
Asset Management
Business Analysis
Customer Retention
Customer Success
Enterprise SaaS
Equities
Financial Analysis
Financial Modeling
Financial Planning
Financial Services
Insurance
Investments
Leadership
Management
Microsoft Office
Mutual Funds
Professional Services
Project Management
Retirement Planning
Revenue & Profit Growth
Risk Management
Sales Enablement
Securities
Strategic Financial Planning
Strategic Planning
Wealth Management
Daniel Berroya Summary
Daniel Berroya, based in New York, NY, US, is currently a Vice President, Global Enablement at WorkFusion. Daniel Berroya brings experience from previous roles at Upfluence, WorkFusion and New York Life Insurance Company. Daniel Berroya holds a 2001 - 2005 Bachelor of Arts (BA) @ Villanova University. With a robust skill set that includes AI / Automation, Asset Management, Business Analysis, Customer Retention, Customer Success and more. Daniel Berroya has 6 emails and 2 mobile phone numbers on RocketReach.
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