BS
Brendan Shane
Senior Client Success Director at Fintrx
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Work Experience
Senior Client Success Director
Apr 2024 - Present · 8 months
Jul 2019 - Apr 2024 · 4 years and 9 months
Client Success Manager
Mar 2021 - Apr 2024 · 3 years and 1 months
Client Service Analyst
Jul 2019 - Mar 2021 · 1 years and 8 months
Company Details
51-200 Employees
FINTRX is the preeminent resource for wealth management data and research. Its platform features millions of data points on the global Family Office and Investment Advisor ecosystem. Today, FINTRX serves thousands of customers globally, which include top tier hedge funds, private equity and venture capital firms, real estate firms, institutional investors, banks, financial advisors, consultants and service providers. https://www.fintrx.com/
Year Founded
2014
Social Media
LinkedinTwitter
Industry
Financial Services
HQ Location
Boston, Massachusetts 02370, US
Keywords
Asset Raising CRMInvestor PlatformAlternative InvestingImpact InvestingHedge FundsReal EstateDatBig Dat
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