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Salentica Product Consultant @SS&C Technologies
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WORK HISTORY
Salentica Product Consultant @SS&C Technologies
As a Salentica Product Consultant with extensive experience in Salesforce and Microsoft Dynamics 365, I specialize in helping financial services firms implement and optimize Salentica’s suite of solutions, tailored to the unique needs of Wealth Management, Asset Management, and other financial services industries. With a deep understanding of both Salesforce and Dynamics 365, I collaborate with clients to design, configure, and deliver customized CRM solutions that enhance client relationship management, improve business processes, and drive operational efficiency.
EDUCATION
William Penn University
Master’s in Sports Management (MSM)
William Penn University
Master’s in Business Leadership
Grand View University
Kinesiology
ABOUT YOURI DOS SANTOS
Highly skilled and results-driven Salesforce and Dynamics 365 Consultant with experience…
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