Brian Lee is a seasoned professional with extensive expertise in customer success and asset management. Currently serving as a Master Customer Success Manager at nCino, Inc. since July 2015, Brian has progressed through various leadership roles within the company, focusing on customer adoption and project management. Prior to nCino, Brian was self-employed from July 2009 to April 2015, owning and managing a regional janitorial and property preservation business, where responsibilities spanned sales, client management, and financial oversight. From January 2001 to June 2009, Brian worked at BB&T, advancing through roles such as Corporate Asset Manager for REO, where management of real estate assets and client relationships was paramount, and Project Manager, focusing on process improvement in the bank's lending operations. Brian holds a Bachelor of Science in Finance from the University of North Carolina Wilmington.
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