Matt A. is an experienced professional in customer success and client service within the finance and consulting sectors. Currently serving as the Director of Customer Success, Finance & Consulting at Placer.ai since March 2021, Matt has held multiple roles including Team Lead for Partner Accounts and Enterprise Customer Success Manager. Prior experience includes a tenure at 7Park Data as a Customer Success Manager and at Brookfield Asset Management as Assistant Vice President in Client Service & Marketing, where responsibilities encompassed managing $20+ billion in client relationships and producing economic analysis. With earlier roles as Senior Research Analyst at Ellwood Associates and a High Yield Fixed Income Intern at Principal Global Investors, Matt has solidified expertise in portfolio analysis, client engagement, and data-driven decision making. Matt holds a Bachelor of Science in Finance from The University of Kansas.
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