Dillon Gilpatrick Email and Phone Number
Dillon Gilpatrick work email
- Valid
- Valid
- Valid
- Valid
Dillon Gilpatrick personal email
Dillon Gilpatrick phone numbers
Since graduating from Edgewood College in 2015, I’ve always held a client facing role within the Financial Planning Software industry. Currently, I own the customer experience with FP Alpha from onboarding, to training, support, customer success and renewals.
Fp Alpha
View-
Head Of Customer SuccessFp Alpha Nov 2021 - PresentNew York, UsFP Alpha is an AI driven tool that will read, extract, analyze and provide recommendations for advisors by simply uploading documents such as Wills, Trusts, Tax Returns, Insurance Policies and more. With a knowledge base built by 40 different industry SME's, advisors will see a snapshot of their client's current situation as well as impactful planning opportunities.My role is to ensure all firms who use FP Alpha are seeing the true value our tool can provide outside of traditional retirement and investment planning. I work closely with every team internally to improve our processes and provide the best possible customer experience. In addition to working with each firm individually, I also help build and maintain learning materials as well as creating and facilitating training sessions.
-
Senior Customer Success ManagerAdvicent – Now Part Of Investcloud Sep 2020 - Nov 2021Milwaukee, Wi, UsI continue to execute on my previous responsibilities as a Partner Experience Manager. In addition, I act as the main contact in many different conversations ranging from project management, sales demonstrations as a solutions consultant, support case management and escalations, and more. I am a trusted advisor for my accounts and am a strong advocate for them during internal conversations. As noted, my end goal is to ensure usage, adoption and retention. -
Customer Success ManagerAdvicent – Now Part Of Investcloud Mar 2018 - Sep 2020Milwaukee, Wi, UsMy mission is to deepen existing strategic partnerships as well as develop and nurture new partnerships by implementing proactive strategies to maximize retention and adoption. My previous experience with support and training assists me in creating and implementing these new adoption strategies. These strategies may include videos, functional documents, webinars, onsite training and more. In return, the increased adoption will drive the commitment of our partners and help us retain our business.
-
Senior Technology Adoption SpecialistAdvicent – Now Part Of Investcloud Jun 2017 - Mar 2018Milwaukee, Wi, Us-Act as main contact point for new implementation projects -Manage up to 25+ different implementation projects at the same time-Perform one-on-one advanced case analysis consulting sessions-Train up to 12 Financial advisors at one time in a virtual classroom-Facilitate On-site training sessions for groups of advisors-Create custom training material for both retail and enterprise partners-Project Manager for a cross-functional Google Analytics project-Facilitate Webinars on weekly basis for enterprise partners
-
Technology Adoption/Implementation SpecialistAdvicent – Now Part Of Investcloud Aug 2016 - Jun 2017Milwaukee, Wi, Us-Act as main contact point for new implementation projects -Manage up to 25+ different implementation projects at the same time-Perform one-on-one advanced case analysis consulting sessions-Train up to 12 Financial Advisors at one time in a virtual classroom-Assist in creating and updating training material-Project Manager for a cross-functional Google Analytics project
-
Support SpecialistAdvicent – Now Part Of Investcloud Jun 2015 - Aug 2016Milwaukee, Wi, Us-Provide assistance within each of our four main softwares-Manage up to 40 open cases at a time while continually researching the solution and updating the partner-Field questions through both phone and email-Generate and apply branding packages for our partners-Utilize Salesforce to acquire solutions as well as manage open cases
-
Sponsorship & Event Marketing InternUscellular May 2014 - Aug 2014Chicago, Illinois, Us• Responsible for a phone pool with over 500 devices with an average cost of $600• Conduct a pre-promotional scavenger hunt while working cross-functionally with the social media team• Activate local and national sponsorships on site while working as a brand ambassador• Act as host for the U.S. Cellular 250 sweepstakes winners while carrying out other event duties -
Sales AssociateName Of The Game Aug 2013 - May 2014Work Point of sale register, greet customers, help locate articles of clothing, run store individually, open and close.
-
InternPretty Muddy May 2013 - Aug 2013Community Outreach, Venue research, Shipping, Event marketing, Event setup and take down, sit in on sales pitch, weekly meetings. -
Front DeskPrairieville Miniature Golf Course May 2012 - Aug 2013Worked cash register and front desk, handed out clubs and golf balls, cooked food and make beverages, mowed lawn, worked bumper cars, fixed batting cages, blew off gold course when dirty, open and closed down cash registers.
-
PainterCollege Pro Painters May 2011 - Aug 2011Toronto, Ontario, CaPainted interior or exterior of houses. Walked with customer around house and reviewed daily and overall goals for the job. Cold called houses for estimates on paint job. -
Front DeskWisconsin Athletic Club May 2010 - Jun 2011West Allis, Wisconsin, UsWorked front desk, answered phone calls, cleaned bathroom and locker rooms, handed out locker room keys, folded towels, and served snacks and drinks.
Dillon Gilpatrick Skills
Dillon Gilpatrick Education Details
-
Edgewood CollegeMarketing -
Waukesha West High School
Frequently Asked Questions about Dillon Gilpatrick
What company does Dillon Gilpatrick work for?
Dillon Gilpatrick works for Fp Alpha
What is Dillon Gilpatrick's role at the current company?
Dillon Gilpatrick's current role is Head of Customer Success at FP Alpha - Saas Industry - Fintech - Financial Planning Software.
What is Dillon Gilpatrick's email address?
Dillon Gilpatrick's email address is di****@****ons.com
What is Dillon Gilpatrick's direct phone number?
Dillon Gilpatrick's direct phone number is +126237*****
What schools did Dillon Gilpatrick attend?
Dillon Gilpatrick attended Edgewood College, Waukesha West High School.
What are some of Dillon Gilpatrick's interests?
Dillon Gilpatrick has interest in Volleyball, Football, Children, Computers, Social Media, Advertising And Marketing, Basketball, Science And Technology, Disaster And Humanitarian Relief, Human Rights.
What skills is Dillon Gilpatrick known for?
Dillon Gilpatrick has skills like People Skills, Mathematics, Microsoft Excel, Close Attention To Detail, Maintaining A Positive Attitude, Customer Service, Multitasking Skills, Problem Solving, Highly Motivated Self Starter, Teamwork, Graphic Design, Cash Register.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial