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
SojernSenior Client Success ManagerAug 17 - PresentTd AmeritradeClient Development SpecialistMar 15- Aug 17
Derek MeyferthCustomer Experience Team LeadView Profile, derek meyferthWestley CraigSenior Client Success ManagerView Profile, westley craigMary Kate CastellanoCustomer Success Team LeadView Profile, mary kate castellano