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
Green Future Wealth ManagementClient Service DirectorApr 22 - PresentVision Wealth Strategies LlcClient Service AssociateJul 17- Apr 19Onprocess TechnologyClient Engagement ManagerOct 15- Apr 17
Erick CService RMA SupervisorView Profile, Erick CLillie UbeidSenior GTM Manager Health Support CareView Profile, Lillie UbeidKatja SchmittSenior Program Manager Customer Services DeliveryView Profile, Katja Schmitt