Years of experience: 11

Customer Success ManagerFinancial PlannerFinanceSales & BizDev

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Courtney's Career Path
Account ManagerFeb. 2014 -
Present
Willamette FinancialAccount Manager
As a commercial finance broker and account manager, I handle all aspects of a clients account. Data entry, documentation, funding, credit analysis, and follow up.