Serena H Email
Customer Success Manager @ FINBOURNE Technology
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Serena H Location
- New York, NY, US
Serena H Work
- 2026 -now Customer Success Manager @
- 2024 -2025 Head of the Americas, Client Account Management @
- 2019 -2023 Senior Enterprise Account Manager @
- 2018 -2019 Director of Account Management @
- 2017 -2018 Customer Success and Account Management @
- 2015 -2017 Business Development Director @ Madrone Software & Analytics
- 2009 -2014 Vice President - Institutional Client Business @
- 2007 -2009 Senior Client Relationship Associate - Americas Institutional Business @
- 2005 -2007 Senior Financial Analyst - Investments and Benefit Finance @
- 2003 -2005 Senior Analyst and Accounting Analyst @
- 1999 -2003 Senior Auditor @
Serena H Education
- University of California, Berkeley, Haas School of Business
Bachelor of Science (BS) (Business Administration)
Serena H Skills
- Team Management
- Team Leadership
- Collaborative Problem Solving
- Business-to-Business (B2B)
- Communication
- Problem Solving
- Strategic Relationships
- Customer Satisfaction
- Consultative Approach
- Sales Processes
- Product Adoption
- Negotiation
- User Experience (UX)
- Chartered Financial Analyst
- Data Aggregation
- Consultative Selling
- SaaS Sales
- Software as a Service (SaaS)
- Digital Assets
- Blockchain
- Software Sales
- New Business Development
- Beta Testing
- Product Evangelism
- Account Management
- Strategic Thinking
- Client Centered
- Cross-team Collaboration
- Data Analysis
- Technical Proficiency
- Investments
- Institutional Investments
- CRM
- Asset Managment
- Pensions
- ETFs
- Asset Management
- Finance
- Strategy
- Hedge Funds
- FINRA SERIES 7
- FINRA SERIES 63
- NFA SERIES 3
- Management
- Equities
- Alternative Investments
- Financial Analysis
- Investment Management
- Fixed Income
- Asset Allocation
- Series 7
- Financial Modeling
- Customer Relationship Management (CRM)
Serena H Summary
- Serena H, based in New York, NY, US, is currently a Customer Success Manager at FINBOURNE Technology. Serena H brings experience from previous roles at Masttro, Addepar and Solovis, Inc.. Serena H holds a Bachelor of Science (BS) in Business Administration @ University of California, Berkeley, Haas School of Business. With a robust skill set that includes Team Management, Team Leadership, Collaborative Problem Solving, Business-to-Business (B2B), Communication and more. Serena H has 2 emails on RocketReach.
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