Planswell
Andy Cosby has a diverse work experience spanning several industries and roles. Andy currently works at Planswell as the Director of Partner Success and Development, where they support partners in maximizing the benefits of the marketing and lead generation platform. Andy also hosts podcasts and conducts training webinars.
Prior to this, Andy worked at Propelr Financial as a Mortgage Agent, Insurance Agent, and Wealth Advisor. Andy joined the company in 2020 and their tenure there is ongoing.
From 2017 to 2019, Andy held the position of Senior Financial Advisor & Manager at Planswell.com. As a top sales producer, they consistently exceeded sales objectives, outperforming quota by an average of 150%. Andy was also recognized for their exceptional communication skills, rapport building, and client retention rate.
Before that, Andy had experience as a Business Development Consultant at Thunderbird Power Corp., where they identified strategic partnerships and developed investor communications. Andy also worked as an Operations Manager at Brickwash.com and as the Director of Operations at Baker Shoe Company.
Andy's early work experience includes serving as Vice President & Chief Operating Officer at Promised Land Inc. and as a Manager of Customer Service at RBC.
Overall, Andy Cosby has a strong background in sales, partner success, business development, and operations management.
Andy Cosby attended the University of Toronto from 1989 to 1993, where they pursued a field of study in Political Science and Government. It is unclear whether they obtained a degree from this institution. Additionally, Andy completed further studies in Political Science at the University of Toronto, but specific duration and degree details are unavailable.
Planswell
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