Julia M.

Head Of Customer Success at Lithic

Julia M. has a diverse work experience spanning several companies. Julia'smost recent role is as the Head of Customer Success at Lithic, a position they started in August 2021. Prior to that, they worked at Adyen as part of their Enterprise Account Management team from August 2020 to August 2021. Julia also has experience in financial institutions, including Goldman Sachs where they worked as an MBA Associate for two months in 2019. Before that, they held the role of Head of Investor Relations & Business Development at Parametrica Asset Management from 2016 to 2018. Julia has a significant background in account management through their roles at Credit Suisse, where they handled prime brokerage accounts for hedge funds and worked in prime brokerage technology. Julia also spent a brief period as an Analyst at JPMorgan Chase & Co. in 2009. Overall, Julia's work experience showcases their expertise in customer success, account management, and business development in the financial industry.

Julia M. completed their Master of Business Administration (MBA) degree from UCLA Anderson School of Management in 2020. Prior to that, they obtained a Bachelor of Science (BS) degree from NYU Stern School of Business, with a focus on Finance and Information Systems. Julia completed their high school education at Shanghai American School. In addition to their academic qualifications, Julia also holds a certification as a SFC Licensed Representative from the Hong Kong Securities and Investment Institute, which they obtained in March 2015.

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Previous companies

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Timeline

  • Head Of Customer Success

    August, 2021 - present

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