Andy Feldman Email and Phone Number
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Currently a Customer Success Manager for Flatfile with a focus on some of our largest enterprise cleints. I graduated with my MBA from UCLA's Anderson School of Management in the full-time program in '21. Having started my career in customer success at FutureAdvisor, worked my way up into portfolio management while at BlackRock after the FutureAdvisor acquisition, and then focused on both the implementation and CSM side of things while at Windfall and now Flatfile, I have gained extensive experience in hyper-growth companies and multi-nationals alike in both client facing and business operational capacities.The client facing roles taken at each company have allowed me to utilize my cross functional experience with finance, marketing, strategy, operations, product, and other teams to make the client relationship transparent and productive in both a small and large company setting. I am excited to continue leveraging my client facing and operational experiences to build and grow interesting companies and flourish along with them.
Flatfile
View- Website:
- flatfile.io
- Employees:
- 73
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Enterprise Customer Success ManagerFlatfileSan Francisco, Ca, Us
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Customer Success ManagerFlatfile Mar 2024 - PresentDenver, Colorado, Us
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Enterprise Customer Success ManagerWindfall Jul 2021 - Jul 2023San Francisco, California, Us- Owned portfolio of the firm's largest enterprise and strategic clients- Primary focus on finance/fintech/alt-invest verticals with additional exposure to luxury collectible vertical- Full lifecycle CSM: Ran the entirety of a client post-sales including onboarding, implementation, maintenance, upsells, and renewals for Windfall's SaaS and DaaS offerings- Focused on designing and improving marketing and tech strategies for clients in tandem with our product -
Mba CandidateUcla Anderson School Of Management Aug 2019 - Jun 2021Los Angeles, Ca, Us -
Business Operations; Mba InternVerkada Jun 2020 - Feb 2021San Mateo, California, UsThe primary project I was hired for was to lead negotiations with an external healthcare consultancy in order to reduce Verkada’s cost of benefits. Ultimately maintained complete benefits for Verkada and saved them $800k+ annually -
Associate, Portfolio ManagementBlackrock Sep 2018 - Jul 2019New York, Ny, UsManaged, reviewed and approved trades and investments for thousands of investors daily in combined $2B+ AUM investment portfolios, including those of partner firmsCrafted, edited, and disseminated weekly market insights to 200,000+ individuals across all joint venture partners, investors and prospective investors -
Customer Success Manager / Financial AdvisorBlackrock Jan 2017 - Jul 2019New York, Ny, UsManaged the relationships for 6,000 clients representing $1.1B across all accountsActed as subject matter expert for partner-firm relationships and helped train partner-firm advisors on how to use the whitelabeled SaaS Fintech PlatformProduced marketing videos and web-based demos for national distribution of our investment products and platform
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Customer Success Manager / Associate Financial AdvisorBlackrock Feb 2016 - Jan 2017New York, Ny, UsDesigned and built all-inclusive user guide for the SaaS Fintech for use by BlackRock and joint venture partners
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Customer Success AnalystFutureadvisor - Investment Management For Everyone Jun 2015 - Feb 2016San Francisco, California, UsFutureAdvisor acquired by BlackRock.Created process for rapid response to customer queries and product requestsAnalyzed portfolio, investor and sales data for marketing strategy at the granular investor level for this fast-growing machine learning FinTech startup -
Co FounderStonescape Partners Oct 2013 - Feb 2015Co founded a business specializing in franchise investment opportunities, specifically Subway RestaurantsSecured capital backing via convertible note upon location acquisition
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Economic Congressional InternCalifornia'S 7Th Congressional District Jun 2013 - Sep 2013Gathered data via phone calls and research and compiled it into excel and the fireside terminal to understand trends.Created graphic designs of trends relevant to the district via economic data.Fielded phone calls from constituents and assisted with personal issues involving Medicare and Medicaid with regard to the Affordable Care Act, and assisted constituents with issues involving housing and foreclosures.Worked alongside non-profits in the community, attracting attention to causes including Veterans Affairs and Wounded Vet rehabilitation through golfing.
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Financial Analyst InternshipUbs Jun 2012 - Sep 2012Zurich, ChAnalyzed hundreds of companies technically and fundamentally to decide if the adviser should invest in them. Developed skills and ability to determine trends through the use of stochastic indicators including the Relative Strength Index, Moving Average Convergence Divergence chart, and Bollinger Bands.Regularly accompanied Wealth Advisers to meet with clients to go over their specific portfolio and evaluate the performance of it against the industry standard benchmarks.Assisted wealth advisers with fund allocation in portfolios via my technical analysis, streamlining the advisers’ choices and adding 2% profit in 3 weeks which sustained throughout the duration of the internshipPitched companies to advisers based on fundamental and technical equity research.Helped clients better understand their respective IRA/401k/403b options and what positions may be best for their individual needs. -
Appraisal And Management InternBlue Driver Investments Jun 2011 - Sep 2011Conducted property research to help investors with decisions on capital allocation.Evaluated duplexes, 4-plexes, and single family houses for suitability of profitable short term or long term investing.Met with tenants to discuss issues and fix the problems that would occur.Received rent from tenants and helped create payment plans for those who had difficulty having the lump sum by the monthly collection date.
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InternBlue Driver Investments Jun 2010 - Sep 2010
Andy Feldman Skills
Andy Feldman Education Details
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Ucla Anderson School Of ManagementMaster Of Business Administration - Full Time Mba -
University Of California, DavisEconomics And Communications
Frequently Asked Questions about Andy Feldman
What company does Andy Feldman work for?
Andy Feldman works for Flatfile
What is Andy Feldman's role at the current company?
Andy Feldman's current role is Enterprise Customer Success Manager.
What is Andy Feldman's email address?
Andy Feldman's email address is an****@****ata.com
What is Andy Feldman's direct phone number?
Andy Feldman's direct phone number is +191633*****
What schools did Andy Feldman attend?
Andy Feldman attended Ucla Anderson School Of Management, University Of California, Davis.
What skills is Andy Feldman known for?
Andy Feldman has skills like Technical Analysis, Wealth Management, Communication, Bloomberg, Equity Research, Valuation, Financial Modeling, Microsoft Word, Microsoft Office, Powerpoint, Public Speaking, Microsoft Excel.
Who are Andy Feldman's colleagues?
Andy Feldman's colleagues are Silvio Vukelić, Colin Frederickson, William Wassmann, Sam Barrowclough, Lily Graham, Ralph H., Yuri Dos Santos.
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