Philippe Woo

Senior Customer Success Manager @Mako Financial Technologies

Montreal, QC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2025 — Present

Senior Customer Success Manager @Mako Financial Technologies

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Montreal, QC, CA

At Mako FinTech, we help financial advisors and asset managers across North America digitize and streamline document processes. Our platform increases efficiency and delivers a seamless, white-glove experience for clients. As Senior Customer Success Manager, I manage enterprise clients and partners, ensuring they successfully implement and leverage our platform to achieve their business goals.

EDUCATION

N/A

McGill University

Bachelor of Commerce - BCom

N/A

FASNY - French American School of New York

High School Diploma

N/A

Singapore Management University

Bachelor of Commerce - BCom

N/A

Ermitage International School

High School Diploma in Science

ABOUT PHILIPPE WOO

Customer Success professional helping asset managers across North America digitize and streamline processes for greater efficiency. I partner with clients to implement smart, tailored solutions that drive real, measurable results. Let\'s connect!

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Philippe Woo — Senior Customer Success Manager at Mako Financial Technologies in Montreal, QC, CA | Unifers