With work experience over 13 years, Teresa is nowadays working at Barracuda (Nyse: Cuda) situated in 1257 as a Customer Success Manager. Teresa received his education from 2007 to 2009 at the Lakeland University. this professional speaks English fluently. Teresa Ulrich is located in Appleton, Wisconsin. To contact Teresa, you can look for their phone or email address or find additional information by requesting access to this expert's further details through SoftwareOfficial.
Name variants:
Theresa Ulrich,
Therese Ulrich,
Terry Ulrich,
Terri Ulrich,
Teri Ulrich,
Terrie Ulrich,
Tess Ulrich,
Tessa Ulrich,
Tessie Ulrich,
Tracy Ulrich,
Trissie Ulrich,
Trissy Ulrich,
Terza Ulrich
Last updated Jun 21, 2024
Contact Information
Workplace
Customer Success Manager
Campbell, CA
Industry
Information Technology and Services
Colleagues
Work History
Customer Success Manager
3175 south Winchester Blvd, Campbell, CA 95008
from Jan 2018
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Sales and Service Analyst
115 south La Salle St, Chicago, IL 60603
Prepare client materials for Portfolio Managers, review performance numbers, very knowledgeable in investment compliance, re balance model portfolios, proficient in excel, word, power point,...
Aug 2011 — Jun 2016
Education
2007 — 2009
2003 — 2004
2002 — 2003
2000 — 2002
Occupations
Executive
Manager
IT Professional
Information Technology Specialist
Senior Advisor
Security
Operations Manager
IT Specialist
Advisor
Skills
Investments
Morningstar Direct
Zephyr Style Advisor
Team Leadership
Mutual Funds
Asset Allocation
Portfolio Management
Asset Management
401K
Financial Analysis
Organization Skills
Customer Service
Microsoft Excel
Powerpoint
Sales
Financial Services
Microsoft Office
401 Retirement Savings Plans