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
Investsmart Group LimitedHead of Member ServicesJul 14 - PresentYourshare Financial ServicesHead of Member ServiceAug 12- Jul 14
Taylor SchmidtClient Development SpecialistView Profile, Taylor SchmidtJudit ArvaiSolutions ArchitectView Profile, Judit ArvaiJohanan RCustomer Success ManagerView Profile, Johanan R