Colin Warren

Education Manager at e-PlanSoft

Colin Warren has worked in a variety of roles since 2013. Colin began their career at AT&T as a Retail Sales Consultant, where they were responsible for assisting clients in fulfilling their technological needs and ensuring customer satisfaction and repeat business. In 2018, they moved to Advisors Excel as an Application Support Analyst. In this role, they were a co-leader in the implementation, training, and support of the Salesforce-based CRM for financial advisors. Colin was also responsible for developing and meeting onboarding timeline milestones, customization discovery, implementation, office process consulting, and relationship management. Currently, they work at e-PlanSoft\u2122 as both an Education Manager and Project Manager/Implementation Specialist.

Colin Warren attended Washburn University from 2005 to 2006, where they studied General Studies and earned Some College. Prior to that, they attended Topeka West High School from 2001 to 2005.

Links

Previous companies

AT&T logo

Timeline

  • Education Manager

    February, 2022 - present

  • Project Manager/Implementation Specialist

    June, 2021