Account Type*** ********Account Owner******** ***Account Opps/Deals******** *******Closed Won • Jul 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
Cindy SchneiderManager Of Customer Success TeamView Profile, cindy schneiderDrew AscoughSenior Customer Success ManagerView Profile, drew ascoughCrystal CaligiuriChief Customer Experience OfficerView Profile, crystal caligiuri