Deborah M.

Deborah M. is a seasoned professional in client success and customer support, currently serving as a Senior Client Success Manager at Practifi since August 2025. Prior experience includes pivotal roles at Docupace, where Deborah held multiple leadership positions, culminating in Senior Vice President of Support & Training. At Envestnet, Deborah contributed as a Senior Client Experience Service Manager and held various roles focused on client service and platform consulting. Earlier career highlights include an Investment Associate position at JPMorganChase, where Deborah supported financial advisors, and a Senior Operations Analyst role at Chase, where foundational policies and procedures for branch operations were established. Deborah M. holds a Bachelor of Arts in Psychology from Lewis University, earned in 2009.