Account Type**** ******Account Owner***** ********Account Opps/Deals******** ******Closed Won • Nov 24****K $Closed
******** ********Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
Investsmart Group LimitedHead of Member ServicesJul 14 - PresentYourshare Financial ServicesHead of Member ServiceAug 12- Jul 14
Russ LarsonDirector Customer ExperienceView Profile, russ larsonTrysten HazenOnboarding SpecialistView Profile, trysten hazenMary TurleySr Client Service ManagerView Profile, mary turley