Weston Whittaker

Weston Whittaker Email and Phone Number

Family owned and operated full service swimming pool service and repair company. @
Weston Whittaker's Location
Maricopa County, Arizona, United States, United States
Weston Whittaker's Contact Details

Weston Whittaker work email

Weston Whittaker personal email

n/a
About Weston Whittaker

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.

Weston Whittaker's Current Company Details
Beyond Pools Az

Beyond Pools Az

Family owned and operated full service swimming pool service and repair company.
Weston Whittaker Work Experience Details
  • Beyond Pools Az
    Owner- Beyondpoolsaz.Com
    Beyond Pools Az Sep 2019 - Present
    Queen Creek, Arizona
  • Keap
    Customer Success Manager
    Keap Jan 2019 - Sep 2019
    Chander, Az
  • Infusionsoft
    Customer Success Manager
    Infusionsoft Nov 2016 - Sep 2019
    Chandler, Arizona
    Maintain 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.
  • Infusionsoft
    Manager Customer Care
    Infusionsoft Oct 2015 - Nov 2016
    Chandler, Arizona
    Help 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.
  • Infusionsoft
    Loyalty Manager
    Infusionsoft Feb 2015 - Oct 2015
    Chandler, Arizona
    Primarily focused with customer retention and customer ROI discussions.
  • Godaddy.Com
    Small Business Consultant
    Godaddy.Com Aug 2013 - Feb 2015
    Gilbert, Arizona
    Assist 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.
  • Self-Employed
    Owner Of Amazing Athletes Franchise
    Self-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.
  • Usaa
    High Net Worth Relationship Manager
    Usaa Oct 2005 - Nov 2006
    Financial and insurance consultant and account manager to the most important clients of USAA's vast client base. Provided yearly and semi-annual portfolio assessments.
  • Charles Schwab
    Schwab Private Client Investment Representative
    Charles Schwab Jan 2000 - Oct 2005
    Planned. 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.
  • Universal Technical Institute, Inc.
    Director Of Student Affairs
    Universal Technical Institute, Inc. Apr 1998 - Jan 2000
    Phoenix, Arizona
    Assist 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

Sales Management Leadership Business Development Customer Service Series 7 Insurance Strategic Planning Team Building Entrepreneurship Marketing Finance Investments Banking Series 63 Portfolio Management Financial Planning Small Business Series 65 Aams Cmfc Computer Proficiency Public Speaking

Weston Whittaker Education Details

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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