Tracy Koch
Senior Director, Customer Success @ Carta
About
Senior leader in Customer Success, Operations, Account Management, People & Project Management with expertise in the FinTech space.
United States
Greater Boston
Financial Services
Product Management, Agile Methodologies, JIRA, Trello, Scrum, Investments, Financial Analysis, Alternative Investments, Management, Project Management, Trading, Start-ups, Mutual Funds, Communication Skills, Wealth Management, Consumer Products, Relationship Management, Email Marketing, Client Services, Strategy
Experience
Senior Director, Customer Success
Carta
Senior Director, Customer Success Strategy & Operations
Carta
Greater Boston
Director, Customer Success Program Management
Carta
Greater Boston
Senior Manager, Customer Success Programs
Carta
Program Manager, Customer Success
Carta
Greater New York City Area
Backpacker
Time off to travel
South America, Africa, Asia
Digital Onboarding Product Manager
Morgan Stanley
Greater New York City Area
Business Operations Manager/Product Manager
CircleUp
Remote
Investment Services Manager
CircleUp
San Francisco, CA
Investor Associate
CircleUp
San Francisco, CA
Wealth Management Professional
Goldman Sachs
San Francisco Bay Area
Personal Investment Advisory, Analyst
Bank of America Merrill Lynch
Summer Analyst, Intern
Merrill Lynch
Summer Analyst
GE Commercial Finance
Education
University of Virginia
Comparative Literature and Slavic Language and Literature
Tracy Koch's Contact Information
Phone
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