Bobby Fillman

Bobby Fillman is an experienced sales professional with a strong background in account management and customer engagement. Currently serving as an Account Executive at Planswell since July 2024, Bobby excels in connecting with top financial advisors and ensuring seamless onboarding. Prior to this, Bobby was an Inside Sales Specialist at Otolane, where consistent achievement of sales targets and customer support initiatives drove company growth. At Cox Automotive Canada, Bobby held roles as Sales Manager for the Trade Desk and Sales Representative, leading a team and utilizing proactive sales strategies to meet targets. Earlier experience as a Financial Advisor at Desjardins Financial Security involved developing personalized financial strategies and building a robust client base. Bobby holds a Bachelor of Commerce degree from the University of Guelph, obtained in 2014.