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
SojernSenior Client Success ManagerAug 17 - PresentTd AmeritradeClient Development SpecialistMar 15- Aug 17
Yoav MarcusCustomers Engagement Education ManagerView Profile, Yoav MarcusJack FriedmanDirector Of Client ServicesView Profile, Jack FriedmanCindy BaldwinDirector Of Client ServicesView Profile, Cindy Baldwin