LM

Linnea M.

Engagement Manager at InvestorFlow

Linnea M. has a diverse work experience in various roles and industries. Linnea started their career as a Summer Assistant at George Washington University, where they managed client requests and organized events. Later, they worked at the Office of Bryan S. Ross as an Administrative Assistant, handling phone calls, appointments, and legal filing. Linnea then interned at Bohol Restoration Group USA, where they managed social media networks and wrote a column for the monthly newsletter.

In 2015, Linnea worked as an Administrative Assistant at Klamp & Associates, P.C. Linnea monitored financial transactions, streamlined the billing system, and assisted in preparing legal documents. Linnea also corresponded with federal agencies to track the progress of clients' cases.

From 2016 to 2017, Linnea held the role of Information Technology Summer Consultant at the Inter-American Development Bank. Linnea supported training workshops, conducted user experience surveys, and wrote and edited portal guides in English and Spanish.

Linnea then interned at UBS as a Private Wealth Management Intern, gaining experience in the financial sector. Linnea joined Bluewolf, an IBM Company in 2017, where they held various roles such as Agile Business Executive/BA, Business Analyst, Salesforce Consultant, and Senior Consultant.

In 2020, Linnea returned to InvestorFlow as a Consultant and later transitioned to the role of Client Success Manager. Linnea then joined Amazon Web Services (AWS) in 2022 as a Technical Product Manager and moved on to become a Senior Customer Success Manager at InvestorFlow in 2023. Throughout their career, Linnea has showcased their expertise in customer success, project management, consulting, and technical roles.

Linnea M. completed their high school education at Convent of the Sacred Heart, NY from 2009 to 2013. Linnea then attended The George Washington University from 2013 to 2016, where they pursued a degree in International Affairs with a focus on International Politics and Asia. During their time at George Washington University, they participated in an exchange program at the National University of Singapore in 2015, studying International/Global Studies.

In addition to their academic background, Linnea M. has obtained various certifications in the Salesforce platform. Linnea became a Salesforce Certified Advanced Administrator (SCAA) in September 2020. Prior to that, they achieved certifications such as Salesforce Field Service Lightning Consultant in May 2018 and Salesforce Certified Service Cloud Consultant in October 2017. Linnea also obtained Salesforce Certified Administrator and Salesforce Certified Sales Cloud Consultant certifications in August 2017. Furthermore, Linnea M. holds a Media and Entertainment Industry Badge from IBM and is a Salesforce Certified Community Consultant, although the specific dates for those certifications are not mentioned.

Links

Previous companies

Inter-American Development Bank logo
UBS logo

Timeline

  • Engagement Manager

    November 1, 2023 - present

  • Senior Customer Success Manager

    May, 2023

  • Client Success Manager

    February, 2022

  • Consultant

    April, 2020

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