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    Andy Feldman

    Customer Success Manager - Flatfile

    Andy Feldman is currently a Customer Success Manager at Flatfile, focusing on some of their largest clients.1 He has a diverse background in customer success and financial services:

    Professional Experience

    • Customer Success Manager at Flatfile (current position)1
    • Enterprise Customer Success Manager at Windfall from July 2021 to July 20231
    • MBA Candidate at UCLA Anderson School of Management from August 2019 to June 20211
    • Various roles at BlackRock, including:
      • Associate, Portfolio Management (September 2018 - July 2019)
      • Customer Success Manager / Financial Advisor (January 2017 - July 2019)
      • Customer Success Manager / Associate Financial Advisor (February 2016 - January 2017)1

    Education

    • MBA from UCLA Anderson School of Management1

    Skills and Expertise

    • Managing large enterprise and strategic clients
    • Full lifecycle customer success management
    • Experience in finance, fintech, and alternative investment verticals
    • Designing and improving marketing and tech strategies
    • Portfolio management and financial advising

    Andy Feldman is based in the San Francisco Bay Area and has a strong background in customer success, particularly in the financial technology sector.1

    Highlights

    Meet Our Staff - Feldman Chevrolet of Lansing

    Related Questions

    What are Andy Feldman's main responsibilities at Flatfile?
    How did Andy Feldman's experience at BlackRock prepare him for his role at Flatfile?
    What specific strategies has Andy Feldman implemented for his clients at Windfall?
    How does Andy Feldman's background in finance and fintech influence his approach to customer success?
    What are some notable achievements Andy Feldman has accomplished in his career?
    Andy Feldman
    Andy Feldman, photo 1
    Andy Feldman, photo 2
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    Location

    San Francisco, California, United States