Tom Samuel
Director of Customer Success at Onevest
Based in Mississauga, Canada
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Seniority
Director
Department
Customer/Client Service
Location
Mississauga
Industry
Financial Services
Company size
97
Contact information
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t•••••••@onevest.com
Phone
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Background
About Tom Samuel
Track record of overseeing successful implementations in the Digital Wealth Management space. Expertise in building and leading teams to implement digital onboarding and account opening SaaS solutions, ensuring compliance with IIROC & MFDA regulatory guidelines. Building, managing and coaching cross-functional Professional Services and Implementation Delivery teams. Developing robust processes, procedures, and implementation methodologies, to improve implementation times and enhanced customer Time-To-Value. Skilled in stakeholder management, technical solution delivery, customer success and nurturing relationships with partners, vendors, and clients, underpinned by strong communication abilities and a commitment to team empowerment, resulting in consistent success.
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