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Leonard Wheeler
Remote Customer Success Manager in Saas
Leonard Wheeler is an innovative and results-oriented Customer Success Professional with over seven years of experience in wealth management and customer success.
He excels in leading data-focused growth initiatives, gathering intelligence, analyzing data, and connecting key stakeholders to improve brand and revenue.
Leonard combines client needs analysis and data analytics to create customized PowerPoint presentations aimed at identifying areas for company revenue increase and brand enhancement.
His expertise lies in business strategizing, process improvement, and designing brand enhancement strategies aligned with client marketing priorities.
Leonard Wheeler holds a GPA of 3.5 from the College of DuPage with a focus on Business, and he also studied Real Estate at the College of Marin.
He has held roles such as Account Manager at 100Plus, Enterprise Customer Success Manager at Glassdoor, Relationship Manager at Citigold, Private Client Banker at JPMorgan Chase & Co., Financial Services Professional at NYLIFE Securities LLC, and Brokerage Associate at Wells Fargo Advisors.
