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Courtney Pelletier is an experienced professional with a diverse background in coaching, sales, and client management. Currently serving as an Advisor Development Coach at Raymond James since April 2023, Courtney previously held the position of Customer Success Performance Coach at KnowBe4 from October 2022 to February 2023. Prior to that, Courtney worked as an Account Executive - Retirement at SurePayroll, consistently exceeding sales targets and maintaining client relationships. Courtney's extensive experience at Paychex included roles as an Account Executive, Account Manager, and Small Business Specialist, where skills in sales, client service, and cross-department collaboration were honed. Earlier positions also included roles in education and administrative management. Courtney holds a degree in Psychology and Education from the University of Massachusetts Lowell, earned in 2017.