Account Type******* ***Account Owner******** ****Account Opps/Deals**** *******Closed Won • Jan 25****K $Closed
*** ********Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Fi Tek Wealth SolutionsDirector of Client Service and Business Development Mar 07 - PresentDeutsche BankClient Service, Project Finance GTBJan 05- Jan 07Northwestern MutualFinancial RepresentativeJan 04- Jan 05
Tiffany QuinonesSenior Director Digital SuccessView Profile, Tiffany QuinonesChris WeyersDirector Customer ExperienceView Profile, Chris WeyersMike GossHead Of Customer SuccessView Profile, Mike Goss