Elizabeth P.

Elizabeth P. has a diverse work experience that spans several industries and roles. Elizabeth began their career as a Work Study, Art Museum Assistant, and Photography Intern at Ohio Wesleyan University, where they gained valuable gallery experience and developed leadership skills. Elizabeth then worked as a Social Media Coordinator and Marketing Photographer at Ares Sportswear, where they were responsible for garment photography, website content updates, and managing social media campaigns.

Elizabeth then transitioned to the finance industry and joined Morgan Stanley as a Premier Service Center Specialist, providing one-stop support and escalations on all issues to private wealth management and top earning financial advisors. Elizabeth progressed within the company, taking on roles such as Client Service Associate, where they managed multiple books of business, and eventually became Associate Vice President, Business Service Manager, overseeing operations, client service, and stockplan associates.

After leaving Morgan Stanley, Elizabeth worked as a Customer Success Manager at Fond, where they managed client relationships across diverse industries, implemented new strategies to reduce churn and increase engagement, and partnered with marketing to provide timely announcements and product information.

Elizabeth then joined Agio as a Customer Success Manager, where they managed 43 client relationships and worked cross-departmentally to provide client roadmaps, project timelines, and launch strategies for a large global client.

Most recently, Elizabeth joined Adyton.io as a Customer Success Manager, where they currently work.

Elizabeth P. attended Ohio Wesleyan University from 2004 to 2008, where they earned a Bachelor of Fine Arts (B.F.A.) degree with a focus in Photography. In terms of additional certifications, they obtained a certificate in "Proven Tips for Managing Your Time" from LinkedIn in June 2022. Elizabeth also has certifications in the financial industry, including Series 63, Series 65, Series 7, and Series 9/10, all obtained from the Financial Industry Regulatory Authority (FINRA), although the specific dates of obtaining these certifications are not provided.