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
BettermentSenior Operations ManagerFeb 23 - PresentBlockfiClient Success Operations ManagerAug 20- Feb 23Bernstein Private Wealth ManagementAssociateJun 18- Jul 20
Sherrell PlankDelivery LeadView Profile, Sherrell PlankCurtis KillamLaunch Management LeadView Profile, Curtis KillamLauren TowleSenior Program ManagerView Profile, Lauren Towle