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
Chuck QuinleySenior Vice President Operations Client SuccessView Profile, Chuck QuinleyRebecca DealExecutive Director Customer Service Strategy OperationsView Profile, Rebecca DealJalpa BhavsarManaging Director Chief Operating Officer Citi Global Wealth OperationsView Profile, Jalpa Bhavsar