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@practifi.com
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1 phone found area 866
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Robert Defrancis is listed as Achieve constant and never-ending improvement through analytics | Strategic Account Manager for JMP, a subsidiary of SAS Institute at JMP, a company with 432 employees, based in Raleigh, North Carolina, United States. AeroLeads shows a work email signal at practifi.com, phone signal with area code 866, and a matched LinkedIn profile for Robert Defrancis.
Robert Defrancis previously worked as Sr. Account Manager at Jmp and VP of Enterprise Development at Wealthbox. Robert Defrancis holds Ba, English Literature from North Carolina State University.
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AeroLeads found 1 current-domain work email signal for Robert Defrancis. Compare company email patterns before reaching out.
Robert is a seasoned professional with over 20 years of experience in the Statistical Analysis and FinTech industries. He is currently Strategic Account Manager for JMP, a subsidiary of SAS Institute that provides statistical discovery software for scientists, engineers, and data detectives across various industries.Robert has a proven track record of building and maintaining strong customer relationships, delivering effective training and support, and driving revenue growth and retention. He has worked with leading FinTech companies such as Wealthbox, Practifi, and Junxure, where he was the first full-time employee and later the Director of Sales. Robert holds a BA in English Literature from North Carolina State University and enjoys outdoor activities, live music, and family time.
Listed skills include Crm, Sales, Financial Planners, Financial Services, and 8 others.
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Cary, North Carolina, United States
JMP statistical discovery software from SAS is the analytics tool of choice for scientists, engineers and data detectives throughout all industries. Because everything is linked – the graphics, statistics and data JMP encourages you to dig deeper and ask more questions, improving your chance of making breakthrough discoveries in your data quickly.
Raleigh, North Carolina, United States
Wealthbox® is a CRM platform for financial advisors that launched in 2014. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design, powerful features, and intuitive user experience. See more at Wealthbox.com
Raleigh-Durham, North Carolina Area
Head of RIA Sales (US) with Practifi, a business management CRM platform powering growing financial advice firms around the world.
Raleigh-Durham, North Carolina Area
As Director of Sales, Robert was responsible for guiding investment advisers and financial planners in recognizing the benefits of introducing the features of Junxure into their practices.
Raleigh, North Carolina, United States
As Director of Client Services, Robert was responsible for guiding investment advisers and financial planners in recognizing the benefits of introducing the features of Junxure into their practices. Robert also was instrumental in training, onboarding and supporting Junxure customers, helping firms transition to and get the most out of the CRM.
Raleigh-Durham, North Carolina Area
Sales at Schwab Performance Technologies
Raleigh-Durham, North Carolina Area
Technical Support for Centerpiece at Schwab Performance Technologies
Other employees you can reach at jmp.com. View company contacts for 432 employees →
Katherine Himpe
Colleague at Jmp
Houston, Texas, United States, United States
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Sanjay Na
Colleague at Jmp
Malaysia, Malaysia
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Megan Katsch
Colleague at Jmp
Raleigh-Durham-Chapel Hill Area, United States
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RL
Rebecca Lyzinski
Colleague at Jmp
Raleigh-Durham-Chapel Hill Area, United States
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PK
Paulina Krason
Colleague at Jmp
Rzeszow Metropolitan Area, Poland
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AR
Alicia Riggs
Colleague at Jmp
Cary, North Carolina, United States, United States
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AI
Atsuko Iono
Colleague at Jmp
Japan, Japan
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TA
Tony Avila
Colleague at Jmp
San Francisco, California, United States, United States
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JH
Justin Hagon
Colleague at Jmp
West Sacramento, California, United States, United States
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ML
Mo Lemus
Colleague at Jmp
Colorado Springs, Colorado, United States, United States
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Quick answers generated from the profile data available on this page.
Robert Defrancis works for JMP.
Robert Defrancis is listed as Achieve constant and never-ending improvement through analytics | Strategic Account Manager for JMP, a subsidiary of SAS Institute at JMP.
AeroLeads has found 1 work email signal at @practifi.com for Robert Defrancis at JMP.
AeroLeads has found 1 phone signal(s) with area code 866 for Robert Defrancis at JMP.
Robert Defrancis is based in Raleigh, North Carolina, United States while working with JMP.
Robert Defrancis has worked for Jmp, Wealthbox, Practifi, Junxure, and Charles Schwab.
Robert Defrancis's colleagues at JMP include Katherine Himpe, Sanjay Na, Megan Katsch, Rebecca Lyzinski, and Paulina Krason.
You can use AeroLeads to view verified contact signals for Robert Defrancis at JMP, including work email, phone, and LinkedIn data when available.
Robert Defrancis holds Ba, English Literature from North Carolina State University.
Robert Defrancis is listed with skills including Crm, Sales, Financial Planners, Financial Services, Junxure, Customer Service, Relationship Management, and Team Leadership.
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