Andy Feldman Email & Phone Number
Enterprise Customer Success Manager @ Flatfile
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Andy Feldman Location
- San Francisco, CA, US
Andy Feldman Work
- 2025 -now Enterprise Customer Success Manager @
- 2024 -2025 Customer Success Manager @
- 2021 -2023 Enterprise Customer Success Manager @
- 2019 -2021 MBA Candidate @
- 2020 -2021 Business Operations; MBA Intern @
- 2018 -2019 Associate, Portfolio Management @
- 2017 -2019 Customer Success Manager and Financial Advisor @
- 2016 -2017 Customer Success Manager and Associate Financial Advisor @
- 2015 -2016 Customer Success Analyst @
- 2013 -2015 Co Founder @ Stonescape Partners
- 2013 -2013 Economic Congressional Intern @ California's 7th congressional district
- 2012 -2012 Financial Analyst Internship @
- 2011 -2011 Appraisal and Management Intern @ Blue Driver Investments
- 2010 -2010 Intern @ Blue Driver Investments
Andy Feldman Education
- UCLA Anderson School of Management
Master of Business Administration - Full Time MBA
2019-2021 - University of California, Davis
Bachelor's Degree Double Major (Economics and Communications)
2010-2014
Andy Feldman Skills
- Co-marketing
- Presentations
- Oral Communication
- Onboarding
- Project Management
- Account Management
- Communication
- Leadership
- FinTech
- Technical Analysis
- Wealth Management
- Valuation
- Financial Modeling
- Equity Research
- Finance
- Financial Analysis
- Economics
- Portfolio Management
- Investments
- Asset Management
- Business Strategy
- Business-to-Business (B2B)
- 401(k) Retirement Savings Plans
- Financial Planning
- Sales
- Marketing
- Marketing Strategy
- Operations Management
- Writing
- Speech Writing
- Business Development
- Business Planning
- PowerPoint
- Bloomberg
- Microsoft Word
- Microsoft Office
- Microsoft Excel
- Public Speaking
- Business Operations
- Early Adopter
- B2C
Andy Feldman Summary
- Andy Feldman, based in San Francisco, CA, US, is currently a Enterprise Customer Success Manager at Obvious (previously Flatfile). Andy Feldman brings experience from previous roles at Obvious (previously Flatfile), Windfall, UCLA Anderson School of Management and Verkada. Andy Feldman holds a 2019 - 2021 Master of Business Administration - Full Time MBA @ UCLA Anderson School of Management. With a robust skill set that includes Co-marketing, Presentations, Oral Communication, Onboarding, Project Management and more. Andy Feldman has 4 emails and 1 mobile phone numbers on RocketReach.
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