Enterprise Customer Success Manager
Current
Nov 2024 - Present
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Emily W. Email & Phone Number
Enterprise Customer Success Manager at Holistiplan
at
Holistiplan
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Enterprise Customer Success Manager at Holistiplan
Location
Detroit Metropolitan Area, United States
Who is Emily W.? Overview
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Quick answer
Emily W. is listed as Enterprise Customer Success Manager at Holistiplan at Holistiplan, based in Detroit Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Emily W..
Emily W. previously worked as Enterprise Customer Success Manager at Holistiplan and Senior Customer Success Specialist at Holistiplan. Emily W. holds Certified Financial Planning Program, Finance from Grand Valley State University.
Company email context
Email format at Holistiplan
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Holistiplan
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Profile bio
About Emily W.
Experienced professional with a demonstrated history of working in financial planning services with a focus in tax planning, and pre-tax health benefits; skilled in holistic financial planning concepts, tax planning & preparation, business development, customer service, management, training, and teamwork.
Current workplace
Emily W.'s current company
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7 roles
Emily W. work experience
A career timeline built from the work history available for this profile.
Senior Customer Success Specialist
May 2023 - Nov 2024
Senior Support Specialist
Oct 2022 - May 2023
Owner
Current
Monoceros Consultants Llc
Sep 2021 - Present
Financial Advisor
Assisted and supported the lead advisor with daily managerial tasks, helped implement holistic financial planning solutions with clients with a focus on tax planning related matters, researched and reported on investment opportunities, and attracted new prospective clients while maintaining a high level of customer service with current clients.
Jun 2019 - Oct 2022
Wealth Advisor Associate
Helping assist both individual advisors and teams in the financial planning process; ranging from data gathering, developing the plan, to reporting on the results with the clients or prospects. Also helped teach and incorporate new digital tools of the firm into the advisors' practices.
Mar 2018 - May 2019
Account Manager
Managed a variety of pre-tax health benefit plans with an emphasis in Flexible Spending Accounts. I processed claims and reimbursements daily, while maintaining a high-level of customer service, and ensuring participants' needs had been met.
Feb 2015 - Mar 2018
2 education records
Emily W. education
Certified Financial Planning Program, Finance
Bachelor Of Business Administration (B.B.A.), Finance, Senior
FAQ
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Quick answers generated from the profile data available on this page.
What company does Emily W. work for?
Emily W. works for Holistiplan.
What is Emily W.'s role at Holistiplan?
Emily W. is listed as Enterprise Customer Success Manager at Holistiplan at Holistiplan.
Where is Emily W. based?
Emily W. is based in Detroit Metropolitan Area, United States while working with Holistiplan.
What companies has Emily W. worked for?
Emily W. has worked for Holistiplan, Monoceros Consultants Llc, Schwallier Wealth Management Llc, Morgan Stanley, and Flex Administrators, Inc..
How can I contact Emily W.?
You can use AeroLeads to view verified contact signals for Emily W. at Holistiplan, including work email, phone, and LinkedIn data when available.
What schools did Emily W. attend?
Emily W. holds Certified Financial Planning Program, Finance from Grand Valley State University.
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