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@fpalpha.com
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2 phones found area 262
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LinkedIn matched
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Dillon Gilpatrick is listed as Head of Customer Success at FP Alpha - Saas Industry - Fintech - Financial Planning Software at FP Alpha, based in Dousman, Wisconsin, United States. AeroLeads shows a work email signal at fpalpha.com, phone signal with area code 262, and a matched LinkedIn profile for Dillon Gilpatrick.
Dillon Gilpatrick previously worked as Head of Customer Success at Fp Alpha and Senior Customer Success Manager at Advicent – Now Part Of Investcloud. Dillon Gilpatrick holds Bachelor Of Science (Bs), Marketing from Edgewood College.
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AeroLeads found 1 current-domain work email signal for Dillon Gilpatrick. Compare company email patterns before reaching out.
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.
Listed skills include People Skills, Mathematics, Microsoft Excel, Close Attention To Detail, and 46 others.
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New York, US
FP 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.
Milwaukee, WI, US
I 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.
Milwaukee, WI, US
My 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.
Milwaukee, 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.
Milwaukee, 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.
Milwaukee, 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
Chicago, Illinois, US
Work Point of sale register, greet customers, help locate articles of clothing, run store individually, open and close.
Community Outreach, Venue research, Shipping, Event marketing, Event setup and take down, sit in on sales pitch, weekly meetings.
Worked 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.
Toronto, Ontario, CA
Painted 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.
West Allis, Wisconsin, US
Worked front desk, answered phone calls, cleaned bathroom and locker rooms, handed out locker room keys, folded towels, and served snacks and drinks.
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Dillon Gilpatrick works for FP Alpha.
Dillon Gilpatrick is listed as Head of Customer Success at FP Alpha - Saas Industry - Fintech - Financial Planning Software at FP Alpha.
AeroLeads has found 1 work email signal at @fpalpha.com for Dillon Gilpatrick at FP Alpha.
AeroLeads has found 2 phone signal(s) with area code 262 for Dillon Gilpatrick at FP Alpha.
Dillon Gilpatrick is based in Dousman, Wisconsin, United States while working with FP Alpha.
Dillon Gilpatrick has worked for Fp Alpha, Advicent – Now Part Of Investcloud, Uscellular, Name Of The Game, and Pretty Muddy.
You can use AeroLeads to view verified contact signals for Dillon Gilpatrick at FP Alpha, including work email, phone, and LinkedIn data when available.
Dillon Gilpatrick holds Bachelor Of Science (Bs), Marketing from Edgewood College.
Dillon Gilpatrick is listed with skills including People Skills, Mathematics, Microsoft Excel, Close Attention To Detail, Maintaining A Positive Attitude, Customer Service, Multitasking Skills, and Problem Solving.
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