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Edva Seferi

Customer Success Manager at CircleBlack
Boston, Massachusetts, United States

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Work Experience

CircleBlack

Customer Success Manager

2023-05-01 - Present

GW & Wade, LLC

Client Services Associate

2021-03-01 - 2023-05-01

The Colony Group

Client Relations Associate

2017-06-01 - 2021-03-01

Merrill Lynch

Client Associate

2016-08-01 - 2017-05-01

Skills

financial services finance technology finance advisor tech fintech wealthtech investor experience

Languages

English