Vantage Point Consulting Profile

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Profile Information

We are an end-to-end Salesforce Consulting Partner with an exclusive focus on Financial Services and deep expertise across all Salesforce products.

For over 12-years, we have partnered with our clients to help them get the most out of their investment in the Salesforce platform to meet business goals and objectives.

Our full suite of Salesforce Consulting services includes cloud implementations, marketing automation, integrations, data migrations, advisory, and managed services. Whatever your needs, we're here to serve.


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ExperienceExperienced Founder with a demonstrated history of working in the financial services industry. Skilled in Customer Relationship Management (CRM), Data Analytics, Leadership, Process Optimization, and Data Analysis.