Christy Flaherty

Client Relationship Manager at Lone Beacon

Christy Flaherty has a diverse work experience spanning various industries and roles. Christy started their career as a Marketing Intern at ET2C International Inc in 2016. In 2017, they joined E. & J. Gallo Winery as a Field Sales Representative. After that, in 2019, they worked as a Sales Development Representative at Egress Software Technologies. In 2020, they held two roles simultaneously - as an Account Executive at Toast, Inc. and as the Head of Customer Success at Playeasy.com. In 2022, they joined ZoomInfo as a Customer Success Manager before transitioning to their current role as a Client Relationship Manager at Lone Beacon in 2023.

Christy Flaherty obtained a Bachelor of Science in Business from Miami University's Farmer School of Business management and Leadership in the years 2013 to 2017.

Location

Boston, United States

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Lone Beacon

Lone Beacon is the only full-service sales and marketing organization in America dedicated to the Financial Advisory vertical, and work within every phase of the customer journey, which allows us to better analyze, learn, and execute based on reams of data. Our services include Website Development and associated Content, Digital Marketing, Email Marketing Automation, Data Mining, and Practice Management. Our data scientists have developed proprietary lead scoring algorithms that allow us to be hundreds of times “more predictive” in regard to an individual needing financial advice. Lone Beacon engineers are the creators of “The Eye” dashboard which allows advisories and institutions to see thousands of data points within their marketing ecosystem. There are clients in every corner of the country and all points in-between who have dramatically transformed their production and Assets Under Management as a result of Lone Beacon’s efforts.


Employees

11-50

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