Corey Getchell
Customer Success Manager
Corey partners with AdvicePay Enterprise firms to ensure smooth onboarding, strong adoption, and long-term success with the platform. He focuses on aligning process design and implementation strategy so advisors can quickly realize value from fee-for-service workflows. Corey brings experience working with nonprofit organizations ranging from $10K to $1B+ in assets, where he helped modernize financial operations and improve efficiency at scale. He holds a B.S. in Business Administration and Economics and an MBA from the University of St. Thomas, along with Lean Six Sigma and Project Management certifications.
Outside of work, Corey serves on the board of an arts organization and enjoys hiking, skiing, gardening, and spending time with his family.