John Ferris
Enterprise Client Success Manager at Dynamo Software
- Role
- Enterprise Client Success Manager at Dynamo Software
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About John Ferris
Experienced Enterprise Client Success Manager & Sales Executive with a demonstrated history of working in the Fintech industry. Primary responsibilities range from hunting for new business to managing relationships of top tier accounts and leading new and existing client implementations for alternative investments software company.
Experience
Enterprise Client Success Manager
Jan 2024 — Present · Boston, MA, US
Education
Salve Regina University
MBA
2008 — 2009
Salve Regina University
Bachelor of Arts, Business Management
2004 — 2008
Skills
- Analytics
- Retirement Planning
- Fintech
- Analysis
- Customer Service
- Financial Analysis
- Series 66
- Uniform Combined State Law
- Wealth Management
- Retirement
- Capital Markets
- Series 7
- Software Sales
- Training the Street
- Financial Services
- Crm
- Finance
- Portfolio Management
- Saas
- Investments
- Microsoft Office
- Sales
- Microsoft Excel
- Powerpoint
- Securities
- Salesforce.com
- Public Speaking
- Financial Planning
- Leadership
- Asset Allocation
- Banking
- Mutual Funds
- Social Media
- Equities
- Financial Modeling
- Series 63
- Marketing
- Big Data
- Microsoft Word
- S&P Capital Iq
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