Brigid Ouellet
About Brigid Ouellet
Brigid Ouellet is a Customer Success Manager with extensive experience in client relations and finance. She has worked at Modern Treasury since 2021 and previously held positions at EverC, Merrill Lynch, State Street, and HarbourVest Partners.
Work at Modern Treasury
Brigid Ouellet serves as a Customer Success Manager at Modern Treasury, a role she has held since 2021. In this position, she focuses on enhancing customer satisfaction and ensuring successful implementation of the company's financial technology solutions. Her experience in customer success enables her to effectively address client needs and foster long-term relationships.
Previous Experience at EverC
Before joining Modern Treasury, Brigid Ouellet worked at EverC as a Customer Success Manager for a period of 10 months in 2021. In this role, she contributed to client engagement strategies and supported customers in maximizing the value of EverC's services.
Career Background in Finance
Brigid Ouellet has a diverse background in finance, having worked at several notable firms. She was a Registered Client Associate at Merrill Lynch from 2015 to 2017, where she assisted clients with their investment needs. Prior to that, she served as a Portfolio Accountant at State Street from 2003 to 2005 and as a Treasury Analyst at HarbourVest Partners from 2005 to 2011.
Education and Expertise
Brigid Ouellet earned her Bachelor's degree in Business from Saint Anselm College, where she studied from 1999 to 2003. Her educational background provides a strong foundation for her roles in customer success and finance, equipping her with the necessary skills to navigate complex client interactions and financial processes.