Experienced Customer Success Lead & Operations Specialist with over 28 years of dynamic background in client experience management, account retention, team leadership, and business operations. Having spent over 15 years within JPMorgan Chase & Co.—including leadership roles as Virtual Branch Manager / Team Lead—I specialize in guiding clients toward their goals, driving high retention, managing complex stakeholder relationships, and overseeing end-to-end service delivery. Whether managing key account lifecycles, setting up outreach/follow-up workflows, or coordinating high-impact engagement projects, I combine strategic oversight with hands-on dedication to ensure every client achieves maximum value.