JM

Joseph Moreno

Client Success Manager at Grapefruit Health

Seattle, Washington

Overview

Work Experience

  • Client Success Manager

    2024 - Current

  • Senior Associate

    2022 - 2024

  • Associate

    2021 - 2022

  • Scout

    2022 - 2023

    Completed investment: Yuvo Health

  • Investment Analyst

    2020 - 2021

  • 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.

  • 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

  • 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

Relevant Websites