Will L.

Will L. is a Technical Consultant at Practifi since May 2023, specializing in designing and implementing custom Salesforce solutions for wealth management firms. Prior to this role, Will served as a Salesforce Administrator at Advanced Rx from November 2019 to April 2023, where responsibilities included improving workflow processes, managing Service Cloud, and analyzing sales data. Will also held positions as an Account Manager, managing a large territory for over 1200 otolaryngology offices, and as a Relationship Banker at Bank of America, consistently exceeding performance goals. Earlier experience includes account management at CDW and sales representation in the pharmaceutical industry with inVentiv Health and Yelp. Will holds a Bachelor of Business Administration in Management Information Systems from Temple University.