Brian Heston
Customer Success Manager at Wealthbox
Based in Boston, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Boston
Industry
Financial Services
Company size
147
Contact information
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b•••••••@wealthbox.com
Phone
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Background
About Brian Heston
I am currently employed at Wealthbox, a CRM platform for financial advisors. Having been at Wealthbox since January 2021, I have proven my ability to communicate with customers, balance multiple projects at once, and assist customers in their transition between CRMs. I believe my ability to succeed in this role can be credited to my previous experiences at Bryant University, where I graduated in Marketing Analytics.
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