Mona boasts over a decade of expertise in Sales and Customer Success. Her career spans notable roles at Nest Wealth and Fidelity Investments, where she developed a strong client-centric approach and a deep understanding of wealth management.
Mona holds a Chartered Investment Manager (CIM) designation and a certificate in Advanced Investment Advice, underscoring her dedication to professional excellence. Her focus on client advocacy and delivering exceptional experiences defines her leadership at Mako Fintech.
In her current role, Mona leads the Customer Success team, fostering strong client relationships and ensuring satisfaction. Her strategic vision and hands-on leadership empower her team to consistently exceed client expectations. Mona's commitment to empathy, integrity, and excellence makes her an invaluable asset, driving client success and reinforcing Mako Fintech's reputation for outstanding service.