SmartAsset
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- Sales and Account Management
Sales and Account Management
About
The Sales and Account Management team at SmartAsset is responsible for driving revenue growth by acquiring new clients and maintaining robust relationships with existing ones. This team manages the sales process, from lead generation to closing deals, while ensuring client satisfaction and loyalty through effective account management and client support. They work closely with financial advisors and partners to align SmartAsset's financial products with customer needs, aiming to enhance user experiences and achieve business targets.
Team members
Adrian Harrison
Sales Director
Alex Wolaver
Senior Account Manager
Anthony Restante
Account Manager
Ashley Germanakos
Senior Account Executive
Audrey O’Brien
Client Experience Specialist S...
Austin Mitchell
Account Executive
Bernard Nguyen
Sr Director - Sales Strategy &...
Brett Traiger
Senior Account Executive II (s...
Brittany Pennington
Director Of Sales
Bryan Vivona
Vice President, Sales & Accoun...
Carrie A. Lam
Senior Account & AdOps Manager
Christopher P. Bulla...
Senior Client Experience Speci...
Cole Deloatche
Account Executive
Daniel Cisneros
Account Executive
Daniel Phillips
Senior Account Manager
Daniele Jacobson
Senior Enterprise Account Exec...
David Bangean
Account Executive
Ellie Nave
Director, Account Management A...
Erik De la Cruz
Sales Development Representati...
Evan Meyers
Sales Director
Isaac Flora
Account Manager
Jack O'Callaghan
Senior Account Manager
Jared Redfern
Account Executive
Jarrett Wrede
Sales Associate
Jason Baron
VP, Financial Products Sales
Jason Mazziotti
Account Executive
Jc Rodriguez
Account Executive
Jiminique Lee
Account Executive
Joe Rehrauer
Account Executive
Joey Grandelis
Sales Manager
John Shannon
Sales Manager
Josh Lawson
Account Executive
Jovan Gracia
Account Executive
Julian Muster
Senior Account Manager II, Ent...
KRIS LOCKETT
Account Executive
Karolen Ibrahim
Sales Manager
Kevin Phan
Senior Account Executive
Louis R.
Account Executive
Louis Resnick
Account Executive
Luke Harary
Director, Enterprise Sales & S...
Matthew Ingoglia
Senior Account Executive II (s...
Matthew Mason
Vice President Of Sales
Michael Case
Account Executive
Mike Goldstein
Director Sales - Digital
Morgan Torres
Account Executive
Neil Kumar
Director of Financial Advisor ...
Nick Nieporte
Senior Account Executive
Rachel Barnett
Sales Training Manager
Rachel Hroncic
Account Manager
Rachel Mihalko
Account Manager
Rachel Roberts
Account Manager
Raquel Jimenez
AE
Reza S.
Senior Account Executive
Ricki Lyons
Senior Account Manager II, Ent...
Robert Smith
Senior Client Success Manager ...
Ryan Kolb
Account Executive
Sean Dhillon
Senior Account Manager
Thomas Cusack
Account Executive
Thomas O'Connor
Senior Account Manager
Tim Govan
Account Executive
Tina Cribbs
Concierge Client Service Rep, ...
Tyler Spriggs
Account Manager
Tyler Wilmoth
Account Executive
Vanessa Vasquez
Account Manager - (financial A...
Zachary Drake
Senior Account Manager
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