David Taylor

Director Of Customer Success at Trovata

David Taylor, CPA, currently serves as the Director of Customer Success at Trovata, an open banking platform, since September 2021. Prior to this role, David held positions at GoSite, where responsibilities included leading cross-functional teams and ensuring successful tool adoption. David also worked at Classy.org, achieving high sales quotas and fostering customer relationships. Earlier experience includes roles at KPMG as both an Audit Associate and Intern, where David focused on audit procedures and compliance. David holds a Bachelor of Science in Accounting with a minor in Spanish from Elon University.

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Trovata

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Trovata helps businesses automate the work it takes to gather and normalize all of their financial data.


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51-200

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