Jodi Moss
Financial Services| Insurtech Guru | Customer Success | Strategic Alliances and Partnerships Leader | Client-Obsessed| Technologist| Digital Transformation Leader| Account Executive| Revenue Driver
- Role
- Client Success Manager at InvestCloud, Inc.
- Location
- West Hollywood, CA, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Jodi Moss
An innovative, client-centric executive, with over 15 years of proven expertise in…
Experience
Client Success Manager
Oct 2024 — Present · Los Angeles, CA, US
Education
The University of Georgia
Bachelor of Arts (B.A.)
2002 — 2006
Skills
- Insurance
- Account Management
- Project Management
- Technical Training
- Mobile Technology
- Technology Planning
- Microsoft Technologies
- Technology Implementation
- Disability Insurance
- Fixed Annuities
- Marketing
- Life Insurance
- Management
- Marketing Strategy
- Retirement
- Strategic Planning
- Leadership
- Microsoft Office
- Social Media
- New Business Development
- Strategy
- Finance
- Financial Analysis
- Team Building
- Financial Services
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