Nevin Gleason

Manager, Customer Success at Deel
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Contact Information
us****@****om
(386) 825-5501
Location
Charlotte, North Carolina, United States, US
Skills

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Bio

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Credentials

  • Series 63
    Financial Industry Regulatory Authority (FINRA)
    Jul, 2014
    - Nov, 2024
  • Series 7
    Financial Industry Regulatory Authority (FINRA)
    Jul, 2014
    - Nov, 2024

Experience

  • Deel
    • United States
    • Human Resources Services
    • 700 & Above Employee
    • Manager, Customer Success
      • Sep 2022 - Present

    • Team Lead, Customer Success
      • Oct 2021 - Oct 2022

  • GuideVine (Acquired by Avantax, part of Blucora, Inc. (NASDAQ: BCOR)
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director of Advisor Success
      • Oct 2018 - Aug 2021

    • Advisor Success Associate
      • Jul 2016 - Oct 2018

  • U.S. Trust
    • Financial Services
    • 700 & Above Employee
    • Client Sales and Service Officer
      • May 2015 - Jul 2016

  • Vanguard
    • United States
    • Financial Services
    • 700 & Above Employee
    • Client Relationship Associate
      • Jun 2014 - May 2015

Education

  • UNC Kenan-Flagler Business School
    Bachelor of Science in Business Administration (B.S.B.A.)
  • University of North Carolina at Chapel Hill
    Bachelor of Science in Business Administration (B.S.B.A.)
  • Manchester Business School
    Study Abroad, Business Administration and Management, General

Community

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