Dan Heldmann Email & Phone Number
VP, Client Relationship Executive - Data and AI @ Impact Advisors
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Dan Heldmann Location
- Waunakee, WI, US
Dan Heldmann Work
- VP, Client Relationship Executive - Data and AI @ (September 2026 - Present)
- Member @ (November 2025 - Present)
- EVP of Client Success @ (July 2025 - August 2026)
- Director of Client Success @ (April 2024 - July 2025)
- Sr. Director of Client Solutions @ (August 2023 - February 2024)
- Client Partner Executive @ (July 2021 - July 2023)
- Director, Channel Strategy @ (March 2021 - July 2021)
- Business Development Manager @ (May 2018 - March 2021)
- Business Development Manager @ (June 2015 - May 2018)
- Resolute Hospital Billing Application Manager @ (September 2012 - May 2015)
- Resolute Hospital Billing Application Coordinator @ (May 2011 - September 2012)
- Third Party License Revenue Manager @ (April 2007 - May 2011)
Dan Heldmann Education
- University of Wisconsin-Stevens Point
Bachelor of Science (Business Administration, Psychology)
2002-2005
Dan Heldmann Skills
- Healthcare Information Technology
- Epic Systems
- Software Implementation
- Visio
- Process Improvement
- EHR
- EMR
- Software Documentation
- HIPAA
- Data Analysis
- SharePoint
- Healthcare
- Training
- Banking
- Webinars
- Financial Education
- E-Learning
- Financial Institutions
- Project Management
- Financial Services
- Analysis
- Leadership
- Management
- Microsoft Office
- E Learning
Dan Heldmann Summary
- Dan Heldmann, based in Waunakee, WI, US, is currently a VP, Client Relationship Executive - Data and AI at Impact Advisors. Dan Heldmann brings experience from previous roles at Customer Success Collective, Revuud and Abra. Dan Heldmann holds a 2002 - 2005 Bachelor of Science in Business Administration, Psychology @ University of Wisconsin-Stevens Point. With a robust skill set that includes Healthcare Information Technology, Epic Systems, Software Implementation, Visio, Process Improvement and more. Dan Heldmann has 3 emails and 4 mobile phone numbers on RocketReach.
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