Caseley B Pinto

Sr. Director, Client Success at Juniper Square

Caseley B Pinto is a seasoned professional in customer success and client management with extensive experience in the financial services sector. Currently serving as the Sr. Director of Customer Success at Juniper Square since September 2023, Caseley previously held several key roles at Addepar from January 2016 to September 2023, including Director and Sr. Manager of Client Success, where Caseley achieved significant sales milestones and nurtured high-level relationships with global banks and Fortune 500 firms. Earlier experience includes positions at Stone Harbor Investment Partners and The Rohatyn Group, focusing on trade support and operational analysis. Caseley's academic credentials include a Bachelors in Economics, Magna Cum Laude, from New York University and a certificate in Fine and Studio Arts from the Rhode Island School of Design.

Location

New York, United States

Links

Previous companies


Org chart


Teams


Offices

This person is not in any offices


Juniper Square

8 followers

Juniper Square is easy-to-use, all-in-one investment management software designed specifically for real estate.