Account Type*** ***Account Owner*** *****Account Opps/Deals*** ********Closed Won • Feb 25****K $Closed
**** ***Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
OnedigitalField Success Manager, Retirement Apr 21 - PresentPrime Capital FinancialQPA CoordinatorFeb 18- Nov 20Creative PlanningKey Account SpecialistFeb 17- Dec 17
Luis Alberto CAccount ManagerView Profile, Luis Alberto CJennifer AinsworthDirector Of Client ServiceView Profile, Jennifer AinsworthNatalie StinerCustomer Success ManagerView Profile, Natalie Stiner