Weston Whittaker work email
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Weston Whittaker personal email
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Successful entrepreneur whose qualifications include a degree in Business Management. Start up and SaaS experience through Customer Success and leadership roles. Financial background used to advise high net worth clients in the topics of macro-economic issues and their relation to investment, estate, insurance and banking. Many years of experience in creating solutions, establishing trust and providing stellar customer service through various communication channels.
Beyond Pools Az
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Owner- Beyondpoolsaz.ComBeyond Pools Az Sep 2019 - PresentQueen Creek, Arizona
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Customer Success ManagerKeap Jan 2019 - Sep 2019Chander, Az -
Customer Success ManagerInfusionsoft Nov 2016 - Sep 2019Chandler, ArizonaMaintain an organized book of business while participating in outside trainings,role-development meetings and other team functions to maintain lasting relationshipswith customers and colleagues. Act as trainer and mentor to new Customer Care Managers; guide them in their learning and cultivation of the necessary skills to succeed at the job.Help facilitate training with incoming employees and value their input and voice in the retention of customers and how they can assist in the ideal customer experience.Pilot and innovate new ideas and processes to help develop and evolve the Customer Care team. -
Manager Customer CareInfusionsoft Oct 2015 - Nov 2016Chandler, ArizonaHelp customers through their escalated issues and enable them to find success implementing Infusionsoft with their business by connecting them with the appropriate tools and resources.Re-sell customers on the idea of using Infusionsoft to grow sales and automate their marketing.Manage a healthy credit and refund budget to assisting customers who are struggling financially while re-engaging them with the software.Lead internal Ci2i Team with company-wide monthly events and celebrations. Manage budget, entertainment, activities while helping Infusionites get to know each other better. -
Loyalty ManagerInfusionsoft Feb 2015 - Oct 2015Chandler, ArizonaPrimarily focused with customer retention and customer ROI discussions. -
Small Business ConsultantGodaddy.Com Aug 2013 - Feb 2015Gilbert, ArizonaAssist and consult small business customers in running and growing their businesses. Member of a sales team dedicated to high levels of product knowledge and technology solutions that allow and assist dedicated entrepreneurs find success in today's quickly changing marketplace. -
Owner Of Amazing Athletes FranchiseSelf-Employed Apr 2007 - May 2013• Developed from ground up a small business dedicated to teaching the fundamentals of sports and improving the general physical health of children.• Hired, managed and developed a team of coaches, while handling marketing, sales and accounting/technology issues for both East Valley and West Valley franchises. • Expanded to include 35 different child care centers and over 2000 children.
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High Net Worth Relationship ManagerUsaa Oct 2005 - Nov 2006Financial and insurance consultant and account manager to the most important clients of USAA's vast client base. Provided yearly and semi-annual portfolio assessments. -
Schwab Private Client Investment RepresentativeCharles Schwab Jan 2000 - Oct 2005Planned. developed and implemented Schwab Private Client division, a fee based financial planning and management service for high net worth clients. Advice and broker trainer for Advice Solutions. Broker/Research Analyst. -
Director Of Student AffairsUniversal Technical Institute, Inc. Apr 1998 - Jan 2000Phoenix, ArizonaAssist students with their class selections and helped keep them on path to graduation. Counseling in tough times. Coordinated and executed multiple activities throughout calendar year including sports tournaments, all school drag races at Firebird raceway, graduations for each course of study. Board representative for the Arizona Council of Technical School Association.
Weston Whittaker Skills
Weston Whittaker Education Details
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Bachelor Of Science (B.S.) -
Business Administration And Management, General
Frequently Asked Questions about Weston Whittaker
What company does Weston Whittaker work for?
Weston Whittaker works for Beyond Pools Az
What is Weston Whittaker's role at the current company?
Weston Whittaker's current role is Family owned and operated full service swimming pool service and repair company..
What is Weston Whittaker's email address?
Weston Whittaker's email address is we****@****oft.com
What is Weston Whittaker's direct phone number?
Weston Whittaker's direct phone number is +148049*****
What schools did Weston Whittaker attend?
Weston Whittaker attended Arizona State University - W. P. Carey School Of Business, Arizona State University.
What are some of Weston Whittaker's interests?
Weston Whittaker has interest in Children.
What skills is Weston Whittaker known for?
Weston Whittaker has skills like Sales, Management, Leadership, Business Development, Customer Service, Series 7, Insurance, Strategic Planning, Team Building, Entrepreneurship, Marketing, Finance.
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