Robert DeFrancis is an experienced professional in account management and enterprise development within the financial technology sector. Currently serving as a Senior Account Manager at JMP since December 2022, Robert leverages their statistical discovery software to facilitate deeper insights for clients across various industries. Prior to JMP, Robert held the position of VP of Enterprise Development at Wealthbox, focusing on CRM solutions for financial advisors, and was Head of RIA Sales at Practifi. With a lengthy tenure at Junxure, Robert held dual roles as Director of Sales and Director of Client Services, where responsibilities included guiding financial advisors in the adoption of CRM features and ensuring customer satisfaction. Robert began career at Charles Schwab as a Sales Consultant and Technical Support Specialist. Robert earned a BA in English Literature from North Carolina State University.
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