Jodi R. is a seasoned professional in customer success strategy, currently serving as a Senior Strategy Analyst at Fundraise Up since September 2025. Prior experience includes roles as a Senior Enterprise Customer Success Strategist at Bonterra from 2022 to 2025, and a Senior Client Success Partner at Sterling from 2021 to 2022. Jodi R. has also held managerial and associate positions in client services at Brown Brothers Harriman, J.P. Morgan Asset Management, Hardman Johnston Global Advisors LLC, SHENKMAN CAPITAL MANAGEMENT, INC, and AMG Funds, with a career spanning over a decade. Jodi R. holds a Bachelor's Degree in Finance from Fairfield University and a high school diploma from Darien High School.
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