The Account Management Team at Bottom Line Concepts is responsible for maintaining and nurturing client relationships, ensuring their financial consulting needs are met efficiently. This team handles key accounts, regional accounts, and affiliate partnerships, providing personalized support and strategic planning to maximize client satisfaction and success. They serve as the primary point of contact for clients, addressing concerns, and facilitating seamless communication between the company and its clientele.
Amanda K. Schmidt
Senior Account Manager
Catherine Ko
Client Care Representative
Chase McKenzie
Regional Account Manager
Jason Rubenstein
Head Of Client Success
Laraville Donoso
Account Manager
Lauren Cimino Jordon
Client Referrals
Marie Kris Calipayan
Account Manager
Rick Piovene
Account Manager For Bottomline
Wade Woytal
Affiliate Account Manager
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