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Dave McFawn, MBA
Account Management | Change Management | Project Management
Dave McFawn is a Global Enterprise Customer Success Manager at Kantata, with a strong background in the financial services sector. He holds an MBA from the University of Utah and a Bachelor of Science in Financial Planning and Services from Wright State University. His career includes significant roles at Lincoln Financial Group, where he worked as an Enterprise Engagement/Implementation Manager and a Senior Business Analyst, among other positions.
McFawn is recognized for his expertise in delivering large-scale strategic solutions and managing CRM conversions, particularly with platforms like Salesforce and Redtail. He emphasizes emotional intelligence in enhancing customer success and has a proven track record in mentoring teams and individuals to foster growth and innovation in their roles. His strategic visioning and change management skills have contributed to his success in various leadership positions within the industry.1
