Joey Wheeler Email & Phone Number

Clearwater, Florida, United States

St Petersburg, Florida, United States

Operating within the Advisor Technology group to lead development of industry tools for our Financial Advisors, as well as other branch operations personnel. Our team is focused on delivering tools and applications that support the day-to-day branch operations performed by the Financial Advisor and their branch operations staff on a recurring basis.

Clearwater, Florida, United States

Direct management and leadership of supporting Product Managers and Product Analyst for solutions within Affinitiv's Marketing Suite- Work with the executive leadership team to ensure that all organizational and transformational changes that need to be executed are added to the product roadmap.- Own regularly reporting on the overall health of the product.

Clearwater, FL

• End to end management of all products within the AutoLoop Marketing Suite suite of SaaS solutions that supply the automotive industry with best in class service across their business.
• Products Managed within the Suite o Automated Lifecycle Marketing o On-Demand Campaigns o Loyalty o Newsletter o Business Development Center o Social Advertising o Direct Messaging service and Mobile App o Print Mail.
• Primary objectives include leading teams through agile development methodologies to optimize our products and services to achieve and sustain product-market fit while maximizing return on investment, acting as the.
• Direct coordination and involvement across the organization through Sales, Marketing, Engineering, and Operations to support the successful development and launch of products and services.
• Ensuring full fruition through technical development, and launch of innovative products and services that lead the way within the automotive industry.

Clearwater, FL

Directly managing and developing the teams and processes surrounding our client facing relationships and services related to all products. Operational oversight of Performance Management, Marketing Service Representatives, and Technical Support to ensure that AutoLoop's SAAS suite provides not only cutting-edge technology but also industry-leading service.

Clearwater, FL

Responsible for overseeing and managing the iCare Department and iCare Account Managers in daily operations. The iCare team is responsible for proactively engaging clients in AutoLoop's suite of industry leading software solutions through understanding of each individual client's needs and goals. Our team of Account Managers provides client support through.

Clearwater, FL

* Primary responsibility to provide escalated technical support to our Atom re-seller which includes nearly 500 dealerships nationwide. * Maintain client relationship through regular and effective communication channels to ensure all parties are aware of system changes. * Assist in training staff at the Atom re-seller facility.

* Responsible for the design, implementation, and maintenance of the companies technology infrastructure at both on site and remote job facilities * Support all employees in daily help desk functions * Manage data and voice systems, including Active Directory, backup and contingency plans * Network tasks including file and print sharing, virtual private.

* Provided desktop and remote assistance for office staff in daily help desk functions * Worked remotely and directly with clients on initial setup, as well as continuing support of our custom software applications * Monitor and create detailed reports on trade activity in multiple markets including Stocks, Commodities, and Forex * Traveled domestically.

Education record

Education record