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Joseph Moreno

Client Success Manager at Grapefruit Health

Seattle, Washington

Overview 

Joseph Moreno is a Client Success Manager at Grapefruit Health in Seattle, Washington, with a background in financial analysis, reporting, and modeling. He has held roles at Village Capital as a Senior Associate and VamosVentures as a Scout, showcasing expertise in investment analysis and business process improvement. With a Bachelor's degree from the University of Washington, Joseph has experience working with organizations like Kiva and the International Potato Center, demonstrating a strong track record in financial sustainability analysis and consulting for CFOs and COOs.

Work Experience 

  • Client Success Manager

    2024 - Current

Grapefruit Health utilizes a clinical student workforce to perform interactions with patients remotely.

Raised $1,345,038.00 from Everywhere Ventures, Hustle Fund, Sweater, LongJump, Google for Startups, GoAhead Ventures and Sum Ventures.

  • Senior Associate

    2022 - 2024

  • Associate

    2021 - 2022

Financial Solutions for Migrants initiative promotes financial inclusion for migrants, refugees, and women.

  • Scout

    2022 - 2023

    Completed investment: Yuvo Health

VamosVentures is a venture capital fund that invests in early-stage tech-enabled companies led by Latinx and diverse founders.

  • Investment Analyst

    2020 - 2021

Kiva is an international non-profit organization that enables families to make small loans to entrepreneurs in developing countries.

Raised $11,800,000.00 from Women’s Global Development and Prosperity Initiative and The Draper Richards Kaplan Foundation.

  • Associate

    2019 - 2020

  • Consultant to the CFO & COO

    2018 - 2019

    I was hired by CIP's CFO to provide process improvement consulting services, as well as design and build a financial model for budgeting project proposals. My scope of work expanded to include software implementation, training program design, and additional process improvement services for the COO.

  • Financial Sustainability Analyst (via Princeton in Latin America Fellowship)

    2017 - 2018

    By way of the Princeton in Latin America fellowship, I worked for the Nature Conservancy in their Finance & Operations Department. My responsibilities included financial reporting, financial statement analysis, financial modeling, and ad-hoc project management on under-resourced initiatives.

The Nature Conservancy is a non-profit conservation organization that works around the world to protect ecologically lands and waters.

Raised $111,779,778.00 from U.S. Department of Agriculture, International Paper, Appalachian Regional Commission, John Deere Foundation, NFWF, NFWF, Salesforce, The Duke Energy Foundation, Australian Ethical Investment and Onpoint Community Credit Union.

  • Fellow

    2017 - 2018

    Selected as 1 of 30 fellows out of an applicant pool of 300. Worked at The Nature Conservancy in their Finance and Operations Department

PiLA matches partner organizations engaged in socially responsible development projects with qualified recent college graduates.

  • Program Manager - PMO

    2016 - 2017

    I worked on two Microsoft Managed Services teams while at Piraeus. I started in an entry-level role and ended managing a team of three. Across these teams, my responsibilities included process design, process improvement, PowerBI dashboard development, training design, email engagement reporting, and CRM administration.

  • Associate

    2015 - 2016

Piraeus Consulting has been acquired by Beyondsoft in late 2015. Piraeus Consulting trade name is dissolved in April 2018.

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