Dillon Ferguson, Cfp®
About Dillon Ferguson, Cfp®
Dillon Ferguson, CFP®, serves as the VP of Product at Zoe Financial and has extensive experience in financial advising and product management. With a background in economics and expertise in AI-driven sales tools, he has contributed significantly to the fintech landscape in New York City.
Work at Zoe Financial
Dillon Ferguson serves as the Vice President of Product at Zoe Financial, a role he has held since 2017. In this position, he leads product strategy with a focus on fintech and marketplace solutions. His work involves integrating financial technology into the company's offerings, enhancing the overall client experience. Dillon's leadership in product development has been instrumental in driving innovation within the organization.
Current Role at Magellan
Since 2022, Dillon Ferguson has been working as a Strategic Advisor at Magellan in the New York City Metropolitan Area. In this role, he utilizes his expertise in AI-driven sales enablement tools to support the company's strategic initiatives. His contributions help enhance the effectiveness of sales processes and improve overall business performance.
Education and Expertise
Dillon Ferguson earned his Bachelor’s Degree in Economics from the W. P. Carey School of Business at Arizona State University. He also completed a Certified Financial Planner Certificate program at Boston University. His educational background provides a solid foundation for his work in financial advising and product management, enabling him to bridge the gap between finance and technology effectively.
Professional Background
Dillon Ferguson has a diverse professional background in financial services and product management. He worked at Wells Fargo Advisors as a Financial Advisor and Business Analyst from 2011 to 2014. He later joined LearnVest, where he contributed to product development until its acquisition by Northwestern Mutual in 2017. His extensive experience in both advising and product strategy positions him as a knowledgeable leader in the fintech sector.
Achievements in Fintech
Dillon Ferguson has demonstrated a strong understanding of the New York City fintech landscape, having worked in the area for over a decade. His ability to combine strategic advisory roles with hands-on product leadership showcases his versatility in both strategic and operational capacities. His contributions to product strategy at Zoe Financial reflect his commitment to advancing fintech solutions.