J

Joshua Schultz's
email & phone

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Current Position:

Director of Implementation at FP Alpha

Experience:

15 years

Location:

Charlotte, North Carolina

How to contact Joshua Schultz

Last updated:2025-06-03
emails*****z@fpalpha.com
phone+1-***-***-6788
LinkedIn
GitHub
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Analytics

According to LinkedIn Joshua Schultz started working on 2010, then the employee has changed 12 companies and 12 jobs. On average, Joshua Schultz works for one company for 1 year 1 month. Joshua Schultz has been working as a Director of Implementation for FP Alpha for 396 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Director of Implementation at FP Alpha

Aug 2024 - Current

Customer Success Manager at FP Alpha

Jul 2023 - Current

Senior Customer Success Manager at Vanilla

May 2022 - Jun 2023

Customer Success Manager at YCharts

Aug 2021 - Feb 2022

Investment Risk & Capital Management Analyst at Allianz Global Corporate & Specialty (AGCS)

Apr 2020 - Apr 2021

Advisory Services Analyst at Transamerica

Nov 2018 - Mar 2020

MIDA Portfolio Team Specialist at PwC

Oct 2016 - Nov 2018

Investment Operations Specialist/Associate Wealth Management Advisor at Northwestern Mutual

Jun 2015 - Jul 2016

Financial Professional at Legacy Wealth Partners

Aug 2014 - Jun 2015

Financial Advisor Training at ING

Jun 2014 - Aug 2014

Senior Teller at JPMorgan Chase

Jun 2013 - Mar 2014

Bank Teller at Wells Fargo

Oct 2011 - Jan 2013

On-Air Personality at USF Bulls Radio Station

Aug 2010 - Jan 2012

Sales Representative at Morgan Exteriors

Jun 2011 - Sep 2011

Education

Bachelor of Business Administration (BBA) at University of South Florida

Carrollwood Day School Preparatory Division

Current Company Information FP Alpha

Name: FP Alpha

Location: New York, United States

Employees: 10-50

HQ Phone: 212-796-8790

Description: FP Alpha is an AI-driven comprehensive financial planning software....

Frequently Asked Questions

How long has Joshua Schultz been working as a Director of Implementation?

Joshua Schultz's total experience in various companies as a Director of Implementation 1 year 1 month.

What is Joshua Schultz's minimum period of employment in the companies?

Joshua Schultz's minimum period of employment in various companies is 2 months.

What is Joshua Schultz's average duration of employment for different companies?

On average, Joshua Schultz works for one company for 1 year

What industries has Joshua Schultz worked in?

Joshua Schultz works in the Financial Services. Previously, Joshua Schultz worked in the Marketing and Advertising, and Insurance, and Information Technology and Services, and Banking, and Construction.

What positions has Joshua Schultz held before?

Previously, Joshua Schultz worked as a Customer Success Manager, and Senior Customer Success Manager, and Investment Risk & Capital Management Analyst, and Advisory Services Analyst, and MIDA Portfolio Team Specialist.

How do I contact Joshua Schultz?

Joshua Schultz's email address is s*****z@fpalpha.com, phone number is +1-***-***-6788. Sign up to get contact details.

Who is the President/CEO/Director of the FP Alpha?

The President/CEO/Director of the FP Alpha is Andrew Altfest

Who are Joshua Schultz's peers at other companies?

Joshua Schultz's peers at other companies are Jay Repinski and Bradley Maxwell and Jenni Kazas
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