Joshua Schultz
Customer Success Manager at Fp Alpha
Based in Charlotte, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Charlotte
Industry
Financial Services
Company size
32
Contact information
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j•••••••@fpalpha.com
Phone
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Background
About Joshua Schultz
I'm Josh Schultz, and I'm a Customer Success Manager at FP Alpha. My background in finance, estate planning, and financial planning helps me provide valuable guidance to advisors and their clients. With years of experience in the financial services industry, I've developed a strong skillset in coaching and relationship management. I earned my degree in Business Administration from the University of South Florida, and I'm passionate about mentoring the next generation of advisors. In my current role at Vanilla, I'm committed to empowering advisors and their clients to create meaningful legacies.
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