Sarah Morse
Client Success Manager at FINTRX
- Role
- Client Success Manager at Fintrx
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Experience
Client Success Manager
Jan 2023 — Present
FINTRX is the preeminent resource for private wealth data and research. Its platform features millions of data points on the global Family Office and Registered Investment Advisor ecosystem. Today, FINTRX serves hundreds of customers globally, which include top tier hedge funds, private equity and venture capital firms, real estate firms, institutional investors, investment banks, consultants and service providers.In November of 2021, FINTRX closed its Series A round of funding, raising $9M.
Skills
- Management
- Public Speaking
- Social Media
- Customer Service
- Microsoft Excel
- Powerpoint
- English
- Microsoft Word
- Microsoft Office
- Research
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