2010 -2011 Manager, Wealth Management Client Specialists (North America) @
2007 -2010 Director of Client Training, West Region @
2006 -2007 Regional Director, Client Training, New York Metro Territory @
1999 -2006 Multiple Roles, Investment Banking, Media and Client Training @
Michael Edelstein Education
Ithaca College
Bachelor of Science (VITA Program)
1995-1999
Parsippany High School
Michael Edelstein Skills
Strategic Partnerships
Event Planning
Stakeholder Management
Organizational Effectiveness
Proposal Writing
Leadership
Program Management
Management
Coaching
CRM
Business Strategy
Training
Business Process Improvement
Sales Management
Financial Services
Data Analysis
Operations Management
Change Management
Salesforce.com
Staff Development
Process Improvement
Customer Relationship Management Crm
Business Development
Business Analysis
Employee Training
Enterprise Software
Customer Relationship Management
Michael Edelstein Summary
Michael Edelstein, based in San Francisco, CA, US, is currently a Principal and Founder at Coach Mike Customer Success Advisory, LLC. Michael Edelstein brings experience from previous roles at WestCap, Foresight, Veer, Inc and University of San Francisco School of Management. Michael Edelstein holds a 1995 - 1999 Bachelor of Science in VITA Program @ Ithaca College. With a robust skill set that includes Strategic Partnerships, Event Planning, Stakeholder Management, Organizational Effectiveness, Proposal Writing and more. Michael Edelstein has 2 emails and 2 mobile phone numbers on RocketReach.
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