Senior Client Manager
Current
Sep 2024 - Present
AeroLeads people directory · profile
David M. Email & Phone Number
Senior Client Manager | Thread Bank
at
Thread Bank
1 work email found
@inova-software.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Client Manager | Thread Bank
Location
New York City Metropolitan Area, United States, United States
Who is David M.? Overview
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Quick answer
David M. is listed as Senior Client Manager | Thread Bank at Thread Bank, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at inova-software.com and a matched LinkedIn profile for David M..
David M. previously worked as Senior Client Manager at Thread Bank and Account Manager at Treasury Prime. David M. holds B.S., Finance from Rutgers University - Newark.
Company email context
Email format at Thread Bank
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*@inova-software.com
68% confidence
AeroLeads found 1 current-domain work email signal for David M.. Compare company email patterns before reaching out.
Profile bio
About David M.
10+ experience as Customer Success Manager with extensive demonstrated history of working in the SaaS startup industry. Skilled in on-boarding, renewals, expansions, adoption, strategic planning, business intelligence/analytics, customer retention & satisfaction, and working with complex, high growth accounts.
Listed skills include Access, Trade Finance, Bonds, Dtc, and 55 others.
Current workplace
David M.'s current company
Company context helps verify the profile and gives searchers a useful next step.
10 roles · 17 years
David M. work experience
A career timeline built from the work history available for this profile.
Account Manager
Jul 2023 - Mar 2024
Customer Success Manager
The API platform that connects banks and fintechs. Treasury Prime provides the technology to partner, operationalize, and launch the most innovative banking products.
Dec 2021 - Jun 2023
Customer Success Manager
Drive customer adoption, retention and growth rates, managing a portfolio of 15+ customer relationships generating $500,000+ in annualized revenue. Own the customer relationship, develop a strategic growth plan and ensure high-quality customer experience for biopharma and pharmaceutical customers. Host annual and quarterly business reviews with customers.
Mar 2020 - Oct 2021
Board Advisor
Houzlink is an innovative platform designed to service the financial sector. A marketplace for banks to display and sell their REO properties directly to home buyers and developers. Properties are digitally sold on the platform, all initiated by smart contracts and recorded onto a secure private blockchain.
2019 - 2020
~1 yr
Vp, Client Experience, Alternative Investment Managers
Managed a portfolio of 10+ client relationships generating $6M+ in annualized revenue. Oversaw and ensured high-quality post-sales delivery of fund administration and investor services products and services for investment manager customers. Hosted monthly business reviews with clients and tracked against Service Level Agreement deliverables.
2018 - 2019
~1 yr
Vp, Business Analyst - Private Equity And Real Estate
Conducted and closed business on 12 Real Estate Funds with assets under management in excess of $33B. Managed multiple workstreams during new customer conversion. Performed due diligence on prospective customers. Reviewed and negotiated customer and 3rd party contracts. Organized customer meetings and created customer presentations.
2017 - 2018
~1 yr
Vp, Strategist - Business Planning & Strategic Initiatives
Reported directly to the Chief Administrative Officer (CAO) of the Company’s largest business – Asset Servicing. Executed a series of increasingly complex and strategic projects based on strong operating and team leadership performance. Appointed Policy Manager responsible for maintenance of all business policy and procedure documents.
2013 - 2016
~3 yrs
Associate, Customer Services - Latin America Custodian Banks
Managed a portfolio of 5+ customer relationships generating in excess of $7M in annualized revenue. Conducted business and corresponded in customer’s native language – Spanish. Monitored customer accounts for pending corporate actions and advised accordingly. Conducted customer training, generated ad-hoc customer reports, and resolved customer issues..
2011 - 2013
~2 yrs
Finance Internship
2009 - 2009
1 education record
David M. education
-
Rutgers University - Newark
FAQ
Frequently asked questions about David M.
Quick answers generated from the profile data available on this page.
What company does David M. work for?
David M. works for Thread Bank.
What is David M.'s role at Thread Bank?
David M. is listed as Senior Client Manager | Thread Bank at Thread Bank.
What is David M.'s email address?
AeroLeads has found 1 work email signal at @inova-software.com for David M. at Thread Bank.
Where is David M. based?
David M. is based in New York City Metropolitan Area, United States, United States while working with Thread Bank.
What companies has David M. worked for?
David M. has worked for Thread Bank, Treasury Prime, Inova Software, Houzlink Technologies, and Bny Mellon.
How can I contact David M.?
You can use AeroLeads to view verified contact signals for David M. at Thread Bank, including work email, phone, and LinkedIn data when available.
What schools did David M. attend?
David M. holds B.S., Finance from Rutgers University - Newark.
What skills is David M. known for?
David M. is listed with skills including Access, Trade Finance, Bonds, Dtc, Swift Messaging, Sap, Spanish, and Client Services.
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