Experience

Class Action Refund

• United States
• Financial Services
• 1 - 100 Employee

• Account Manager

  • Nov 2018 - Present

  Responsible for developing and maintaining key relationships within Class Action Refund’s portfolio of clients. Serves as a trusted advisor and client’s primary point of contact, providing best-in-class service to meet the client’s needs and optimize the value of their class action recoveries. Collaborate with thought leaders to fully understand the technical aspects of all cases brought forth and how each relates to class member clients. Self-directed in developing strong proficiency in tools that support the client experience. Strong adherence to Class Action Refund’s security and compliance policies to ensure client data is managed in accordance to the firm’s SOC 2 Certification.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Wealth Management Intern

  • Jun 2017 - Jul 2017