Matthew Greenlee

Matthew Greenlee has over 17 years of work experience in various roles in the banking and financial services industry. Matthew is currently working as a Customer Success Manager at 360factors, Inc. Prior to this, they worked at Kasasa for 12 years, where they held multiple positions including Senior Manager, Retail Enablement & Development; Retail Experience Manager; Sales Coach; Client Director; and Account Manager. In these roles, Matthew was responsible for managing teams, assessing client staff, coordinating cross-functionally, tracking performance, and coaching clients. Before joining Kasasa, they worked at Chase as an Assistant Branch Manager, Assistant VP, where they focused on compliance, branch management, and talent development. Matthew also worked at Bank of Oklahoma as an Assistant Branch Manager. Overall, they have strong expertise in customer success, retail optimization, sales coaching, client management, and branch banking operations.

Matthew Greenlee has an extensive education history. Matthew earned their Master of Education (MEd) in Adult & Higher Education from the University of Oklahoma, which they attended from 2001 to 2003. Prior to that, they completed their Bachelor of Arts (BA) in Communication with a Business Cognate at the same university, studying from 1996 to 2001. Before their university years, Matthew attended Brandon High School from 1994 to 1996 and Bishop McGuinness High School from 1992 to 1994. Matthew began their education at St Eugene's Catholic Grade School, although specific dates for this period are not provided. Alongside their formal education, Matthew obtained a Coaching Certificate from the Association for Talent Development (ATD), although the year of completion is not mentioned.