Jeremie R. Greene

“I worked with Jeremie in various capacities over the last 5 years at Moody's. Jeremie is an exceptional Customer Success Manager whose expertise and dedication to client success are unparalleled. Jeremie consistently demonstrated a deep understanding of Moody's solutions and how they align with each client's strategic goals. His ability to bridge technical knowledge with business impact was invaluable to helping clients better leverage their platform investments. What truly sets Jeremie apart is his results-oriented mindset. He not only ensured clients achieved value from Moody's services but also helped the Relationship Management team uncover opportunities for growth and retention. Jeremie was always there when I needed him, responding to emails/texts within 30 minutes no matter the time of day. I would often joke with Jeremie, “Do you ever sleep?” I recommend Jeremie to any organization looking to partner with a results-oriented professional who is as knowledgeable as they are committed to driving success.”Thomas HamiltonDirector - Midwest & Texas Banking | Relationship Management | Sales Leadership

“As a Project Manager, I lead large, complex software implementation projects that require close partnership with Customer Success Managers to ensure successful delivery. When Jeremie serves as my Customer Success Manager, I have complete confidence in his support—especially in challenging situations. Jeremie is comfortable navigating ambiguity and difficult conversations, and he consistently accelerates problem-solving through his influence and collaborative approach. He is an effective devil’s advocate when working toward shared goals, ensuring that all perspectives are considered and risks are proactively addressed. His responsiveness and availability stand out; he is always engaged and dependable whenever the team needs him. I greatly value Jeremie’s contributions to my projects and wish him continued success in the future.”Kamala RamanathanAssociate Director- Senior Project Manager

“I worked with Jeremie on a large project for several years. Once he arrived on the team, Jeremie did a great job of creating and maintaining focus for his team. He made prioritizing a top weekly process and that helped get us across the finish line. I would gladly work with Jeremie on any project in the future!”Kevin BodieRetired

“As a Customer Success Manager, Jeremie consistently takes ownership, ensuring that projects and client needs are successfully brought to completion. He excels at fostering strong client relationships, always going the extra mile to build trust and deliver value. What truly sets him apart is his reliability and client-focused approach to problem-solving. No matter the challenge, Jeremie remains proactive, resourceful, and committed to driving the best outcomes for clients. Working with him on various projects has been a pleasure, and I have no doubt that he will continue to make a significant impact in any customer success role.”Tanu Sodhi, CSM, PMPAssociate Director, Moody’s Analytics | Banking Risk & Analytics Technology Delivery | Financial Services Transformation | PMP | CBAP | CSM

“Over the last two years, I have had the opportunity to work with Jeremie. His direct experience and deep understanding of the industry set him apart, but it's his exceptional problem-solving skills and readiness to exceed expectations in support of both clients and team members that truly stand out. Jeremie's quick responses, attention to detail, and genuine care for our clients highlight his invaluable role as a team member. What distinguishes Jeremie further is his ability to simplify complicated issues, delivering prompt, precise, and dependable solutions. It’s a pleasure to be able to work with Jeremie every day. His contributions are an important asset to the team.”Kyle BreucheAssociate Director - Sales Representative at Moody's Analytics

“I have been working closely with Jeremie for the past 3.5 years. Throughout this time, Jeremie has gone above and beyond to ensure that our clients receive the best possible experience. No matter the time of day, or day of week, you can expect a quick response from Jeremie. In addition to this, Jeremie has a deep understanding of the banking industry. He is able to break-down any complex issue to come up with the most simple and efficient solution. He is also a great leader that is able to bring numerous teams together internally in an effort to quickly help our clients. Jeremie's actions show that he truly cares about both his colleagues and clients. He is a pleasure to work with.”Nicholas RizzoDirector - Relationship Manager at Moody’s Analytics

“Jeremie’s genuine care and commitment make working with him a privilege due to his exceptional dedication to finding a resolution to any situation! Whether dealing with internal matters or client issues, Jeremie is relentless in leveraging his entire network to achieve the desired outcome. He is dependable, inquisitive, relentless, knowledgeable, personable, and someone I consider myself fortunate to have as a coworker and part of the team. Additionally, his communication and organizational skills are stellar and his attention to detail is unparalleled. In his current role as a Customer Success Manager (CSM), Jeremie's deep understanding of client needs, business and goals allows him to excel and grow existing partnerships. His ability to listen to clients and build trust through great rapport is invaluable and leads to his being able to align key stakeholders to have meaningful conversations. Having Jeremie on all client accounts would undoubtedly lead to happier clients and increased opportunities within those relationships! On the personal side, I am glad to be able to call Jeremie a friend and someone that is great to be around! It’s great to work with someone who can focus on work but also knows when to have a bit of fun and is easy to get along with. He is someone who will always make a positive impact and is an asset to any team!”Dreea OrentEnterprise Commercial Leader | Strategic Growth & Partnerships | Regulated & Mission-Critical SaaS | Lifecycle Revenue Ownership

“Jeremie, a colleague with whom I have had the privilege of working closely over the past three years at Moody’s, brings a deep expertise in commercial lending, regulatory reporting and compliance, operational risk, and banking technology. His ability to cultivate and manage client relationships is outstanding—he has a remarkable talent for delivering both good and difficult news with professionalism and tact. His communication is consistently clear, direct, and thoughtful, complemented by diligent follow-up, which stands out as one of his defining strengths. What truly distinguishes Jeremie is his strategic mindset. He is not only a dedicated contributor but also a process optimizer who applies practical solutions to improve business processes. His common-sense approach ensures that every initiative he undertakes is both efficient and effective. Jeremie’s unwavering commitment to excellence and his ability to establish lasting relationships—both within the organization and with clients—are invaluable assets. Jeremie’s expertise, dedication, and leadership qualities make him not only a valuable employee but also a trusted colleague. I know that he will make an immediate and lasting impact wherever his career takes him.”Brian ShieldsSr. Director - Advisory Services

“I've worked alongside Jeremie for 3-years now focusing on helping our clients transform their risk, finance & origination workflows. He has all of the necessary characteristics of a high-performing customer success manager including a high attention to detail, strong organizational skills and excellent communication skills. Jeremie also possesses a deep understanding of our company's structure, resources and internal stakeholders. This allows him to skillfully involve the right people in projects, enhancing our service delivery and promoting teamwork. His customer-first mindset and ability to grasp the "big picture" have also been instrumental in exceeding client expectations and contributing to our success together. On a personal level, Jeremie is a joy to work with. He is always eager to visit clients and thus we've travelled together on multiple occasions, getting to know each other well. He is easy to get along with as he promotes an inclusive environment in every relationship he has.”Alex BataliAssociate Director - Relationship Manager at Moody’s Analytics

“I have had the pleasure of working with Jeremie Greene at Moody's on several projects, and I am consistently impressed by deep knowledge of lending and credit processes, as well as his expertise in banking more broadly. Most importantly, Jeremie has a remarkable ability to keep the customer front and center in everything he does, ensuring that our strategies and approach are aligned with their needs. His dedication and insight have been invaluable to our team's success.”Alex CannonProduct & Commercial Strategist | Banking & AI | Former Banker & CPA

“Jeremie Greene has consistently proven himself to be an outstanding customer success professional, demonstrating an exceptional blend of industry knowledge and organizational prowess. His dedication to going above and beyond in assisting customers with adopting our technology has not only elevated our clients' experience but has also solidified our reputation as a company that truly partners with its clients. Jeremie's willingness to extend his support beyond his official responsibilities has greatly benefited my team, fostering a more collaborative and effective working environment. His actions reflect a genuine commitment to our organization's success and the success of our clients. I am grateful for Jeremie's contributions and hold him in the highest regard.”William ShieldsFinancial Technology | Operating Leverage | Balance Sheet Strategy

“Jeremie was a strong business partner at Investors Bank who offered his deep professional insights to me both in our joint analytic work as well as a colleague as I navigated the Bank as the newly hired Head of Data Mgmt. and Analytics. Jeremie never hesitated to share his deep knowledge and take personal responsibility to get things done. It was both professionally and personally gratifying to work with him and I am glad to remain a colleague and friend.”Michael J. SimoneSenior Director, Industry Analyst at Gartner BTI | Data & Analytics | Data Management

“I had the opportunity to work with Jeremie over several years, including the heights of the Covid Pandemic. I found him to be engaged, on 24/7, and committed to achieving the results for the business. Jeremie was a key collaborator with me during our time time when we worked together. During this time we achievement meaningful results for the business.”Michael MacIntyreChief Banking Officer, City National Bank of Florida

“I had the pleasure of partnering with Jeremie on a number of high-profile initiatives at Investors Bank. Jeremie has unmatched work ethic and attention to detail. He is able to perform at a high level while wearing many hats at once, and he consistently meets deadlines. He is a problem solver and well known for being a reliable "go-to" person to get something done.”Greg BrownLending Advisor at Moody’s Analytics

“Jeremie and I worked together at Investors Bank for approximately 2 years. During that time he demonstrated a take charge attitude, working on a multitude of projects simultaneously, delivering those projects well within their prescribed deadlines. Extremely dedicated, innovative and conscientious, I highly recommend Jeremie for any endeavor he chooses to take on.”Bob McManusRetired

“I worked with Jeremie during the early days of Covid to deliver a best-in-class PPP application portal for Investors Bank. Throughout this very stressful and important time Jeremie easily adjusted to the ever-changing legislation and extreme deadlines. His work ethic is top notch and his ability to go out of his way to help others made him stand out. Any organization would be lucky to have Jeremie!!”Josh RodriguezCo-Founder & Managing Director at Lucro | Guiding Financial Institutions to Lasting Profitability with Salesforce & nCino

“I’ve worked with Jeremie on several occasions during both SOX and Audits. He understands controls and takes initiative. Jeremie often goes the extra mile and does more than expected. He has great communication skills and is very patient even during stressful periods!”Marina Sorce, MBA, CFEAudit Senior Manager, Vice President

“Jeremie and I worked together for many years at IB. Together we worked on a number of major projects at the Bank. His determination, creativity, efforts and abilities were paramount to the successful completion of those projects. In our daily activities his skills were always evident. He takes on any challenge in stride and confidence. I would recommend Jeremie to anyone.”Joshua MyersSenior Vice President and Senior Credit Officer

“Jeremie possesses the ultimate "can do" attitude while taking on all projects with a positive energy. His upbeat personality and engaging personal style enables him to interact effectively with clients and staff. He is the example of “never let a teammate fail.” He is very well organized and keeps track of the details necessary to be effective and successful!”Fay RempferBoutique Owner

“I only worked with Jeremie for a short time while he was Chief of Staff at Investors Bank, however it was clear that he is a force to be reckoned with. When working with Jeremie I was impressed by his meticulous attention to detail and the way he could deliver on initiatives. As a team member or a leader, Jeremie is a real asset to any organization.”Jason Levey, MBAStrategic Operations Professional & Entrepreneur