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@emoneyadvisor.com
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Steve Marzeotti is listed as Manager, Training at eMoney Advisor at eMoney Advisor, a company with 662 employees, based in Lynnfield, Massachusetts, United States. AeroLeads shows a work email signal at emoneyadvisor.com and a matched LinkedIn profile for Steve Marzeotti.
Steve Marzeotti previously worked as Manager, Training at Emoney Advisor and Advisory Client Service Manager at Emoney Advisor. Steve Marzeotti holds Ba, Business And Economics from Saint Anselm College.
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Energetic, self-motivated and adaptable client service professional with solid understanding and experience in account management, client training and sales. Goals-driven manager committed to building strong internal/external relationships to support client needs and organizational goals. Demonstrated ability to manage, motivate and build cohesive teams that achieve results. AREAS OF EXPERTISERelationship Management | SaaS Implementation & Delivery | Training Development & Delivery | Project Management | People Management | Salesforce CRM | JIRA | Tech Notes Writing & Editing | KYC Regulations | Critical Thinking | Emotional Intelligence | Client Due Diligence | Client Onboarding
Listed skills include Salesforce.Com, Training, Strategy, Crm, and 27 others.
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Boston, Massachusetts, United States
Responsible for defining and implementing organizational training strategies to drive client satisfaction, adoption and retention of eMoney platform. Leading, building and managing training programs while overseeing a stellar team to ensure high-quality deliverables. Drives roles-based learning programs to ensure successful onboarding to reduce future churn.
Boston, Massachusetts, United States
Serves as post-implementation, primary point of contact for assigned key client firms and stakeholders for eMoney financial planning software and Incentive, the 2021 Fintech award-winning financial wellness application, ensuring customer success and satisfaction. Builds and maintains solid business relationships and adds value to recently onboarded firms.
Boston, Massachusetts, United States
Serves as post-implementation, primary point of contact for assigned key clients and stakeholders for eMoney Advisor’s financial planning technology solutions to ensure customer success and satisfaction. Builds solid business relationships and adds value to recently onboarded firms and existing clients. Builds rapport with clients, understands client's.
Boston, MA
Main point of contact responsible for managing relationships with global Tier 1 and Tier 2 banks, investment banks and financial institutions who subscribed to KYC as a Service (KYCaaS) Managed Service. Managed the delivery of legal entity data and risk reports that identify a corporate customer and its compliance risk to fulfill clients’ global.
Greater Boston Area
Main point of contact responsible for managing relationships with global Tier 1 banks, investment banks and financial institutions who subscribed to KYC as a Service (KYCaaS) Managed Service. Managed the delivery of legal entity data and risk reports that identify a corporate customer and its compliance risk to fulfill clients’ global regulations designed.
Greater Boston Area
Led and managed 2 teams (New England and Southeast) of 8 -12 client trainers, client development executives and product specialists in the US East Region in supporting institutional professionals’ understanding, training and use of Thomson Reuters desktop products, data and Reuters News. Responsiblefor client success, client satisfaction, minimizing churn.
Greater Boston Area
Led and managed a team of 20 client trainers, client development executives and product specialists in theUS East Consultative Region in supporting institutional professionals’ understanding, training and use of Reuters product suit, data and Reuters News. Responsible for client success, client satisfaction, minimizing churn and positioning add-on sales..
Greater Boston Area
Lead client account specialist assigned to top financial institutions in region responsible for training, revenue retention and growing desktop and data feed business with existing and new users.
Delivered Financial Software Training on several Thomson desktop products to enable clients to derive maximum benefit from their services.Developed & Maintained professional relationships with end-users to ensure ongoing and increasing client satisfaction and revenue. Initiated client interest in additional modules, products and consulting.
Other employees you can reach at emoneyadvisor.com. View company contacts for 662 employees →
Robert Beachley
Colleague at Emoney AdvisorSan Diego, California, United States, United States
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Kevin Murray
Colleague at Emoney AdvisorChester, Pennsylvania, United States, United States
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Emmett Devlin
Colleague at Emoney AdvisorWest Chester, Pennsylvania, United States, United States
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Brandon Perez
Colleague at Emoney AdvisorBronx, New York, United States, United States
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Adrienne Ervin
Colleague at Emoney AdvisorGlenmoore, Pennsylvania, United States, United States
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ME
Melinda Etheridge
Colleague at Emoney AdvisorWest Chester, Pennsylvania, United States, United States
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Chuck Clift
Colleague at Emoney AdvisorGreater Philadelphia, United States
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Brett Billingsley
Colleague at Emoney AdvisorMalvern, Pennsylvania, United States, United States
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Jennifer Rock
Colleague at Emoney AdvisorDowningtown, Pennsylvania, United States, United States
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TW
Tim W.
Colleague at Emoney AdvisorReading, Pennsylvania, United States, United States
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Activities and Societies: Minor in Computer Science Student Body President; Student Senate
Quick answers generated from the profile data available on this page.
Steve Marzeotti works for eMoney Advisor.
Steve Marzeotti is listed as Manager, Training at eMoney Advisor at eMoney Advisor.
AeroLeads has found 2 work email signals at @emoneyadvisor.com for Steve Marzeotti at eMoney Advisor.
Steve Marzeotti is based in Lynnfield, Massachusetts, United States while working with eMoney Advisor.
Steve Marzeotti has worked for Emoney Advisor, Refinitiv(Formerly Financial & Risk Business Of Thomson Reuters), Thomson Reuters, Reuters Financial Software, and Thomson Financial.
Steve Marzeotti's colleagues at eMoney Advisor include Robert Beachley, Kevin Murray, Emmett Devlin, Brandon Perez, and Adrienne Ervin.
You can use AeroLeads to view verified contact signals for Steve Marzeotti at eMoney Advisor, including work email, phone, and LinkedIn data when available.
Steve Marzeotti holds Ba, Business And Economics from Saint Anselm College.
Steve Marzeotti is listed with skills including Salesforce.Com, Training, Strategy, Crm, Management, Financial Services, Business Analysis, and Program Management.
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