Dan James Email & Phone Number
Head of Customer Success @ Autopilot
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Dan James Location
- Irvine, CA, US
Dan James Work
- Head of Customer Success @ (September 2024 - Present)
- Account Success Manager @ (March 2024 - September 2024)
- Customer Success Manager - Integrations @ (February 2023 - March 2024)
- Account Relationship Manager @ (October 2022 - March 2023)
- Relationship Manager @ (October 2021 - November 2022)
- Regional Manager @ (March 2021 - November 2021)
- Police Officer @ (August 2018 - March 2021)
- Investment Banking Analyst @ First Republic Private Wealth Management (February 2018 - July 2018)
Dan James Education
- Yale School of Management
Certificate in Financial Planning (Finance and Financial Management Services)
2021-2021 - University of San Francisco
Bachelor of Business Administration (B.B.A.) (Finance, Economics)
2014-2017
Dan James Skills
- Personable
- Account Management
- Asset Management
- Attention to Detail
- Business Strategy
- Change Management
- Communication
- Crime Prevention
- Criminal Justice
- Customer Relationship Management (CRM)
- Data Analysis
- Director level
- Event Management
- Event Planning
- Financial Modeling
- Investment Banking
- Investment Strategies
- Leadership
- Management
- Market Research
- Marketing
- Microsoft Excel
- Money Management
- Mortgage Lending
- Negotiation
- New Business Development
- Patrol
- Police
- Process Improvement
- Project Coordination
- Project Management
- Property Management
- Public Safety
- Public Speaking
- Social Media Marketing
- Software as a Service (SaaS)
- Strategic Partnerships
- Strategic Planning
- Strategy
Dan James Summary
- Dan James, based in Irvine, CA, US, is currently a Head of Customer Success at Autopilot. Dan James brings experience from previous roles at Bluon, Poplar Homes, ABGi USA and PeerStreet. Dan James holds a 2021 - 2021 Certificate in Financial Planning in Finance and Financial Management Services @ Yale School of Management. With a robust skill set that includes Personable, Account Management, Asset Management, Attention to Detail, Business Strategy and more. Dan James has 2 emails and 1 mobile phone numbers on RocketReach.
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