With a proven track record spanning over a decade in the dynamic realm of Salesforce administration, development, consulting, and solutions architecture, Joe Woodcox brings deep understanding of the platform's intricacies and innovation to the financial services industry. Having made the exciting transition from the healthcare sector, with significant contributions at companies like Humana, Mercury Health, and WebMD, Joe is poised to revolutionize our Salesforce architecture and elevate our client experience to new heights.
Become a member
Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.