Jesse Newman Email & Phone Number
Financial Advisor
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Jesse Newman Location
- New York, NY, US
Jesse Newman Work
- Financial Advisor @ Investment Advisor Representative (May 2025 - Present)
- Sr. Client Success Manager @ (February 2023 - April 2024)
- Sr. Customer Success Manager @ (April 2019 - February 2023)
- Client Services Engineer @ (August 2014 - March 2019)
Jesse Newman Education
- University of Maryland
Jesse Newman Skills
- Salesforce.com Administration
- Customer Lifecycle Management
- Strategic Relationships
- Strategy Implementation
- Relationship Building
- Key Performance Indicators
- Business Reviews
- Business Relationship Management
- Customer Satisfaction
- Customer Retention
- Cloud Computing
- Customer Engagement
- Sales Process
- Analytics
- Business Strategy
- Customer Experience
- Client Services
- Pre-sales
- Project Management
- Sales
- Consultative Selling
- Solution Selling
- Account Management
- Management
- Customer Service
- Customer Insight
- Leadership
- Public Speaking
Jesse Newman Summary
- Jesse Newman, based in New York, NY, US, is currently a Financial Advisor at Investment Advisor Representative. Jesse Newman brings experience from previous roles at InvestorFlow, Intralinks and ATSG. Jesse Newman holds a University of Maryland. With a robust skill set that includes Salesforce.com Administration, Customer Lifecycle Management, Strategic Relationships, Strategy Implementation, Relationship Building and more. Jesse Newman has 1 emails and 1 mobile phone numbers on RocketReach.
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