Account Type*** ****Account Owner**** ****Account Opps/Deals******** ***Closed Won • Jan 25***K $Closed
**** ***Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
CrossbeamSr Customer Success ManagerJul 24 - PresentRevealSr Client Services Manager Mar 23 - PresentTerminusCustomer Success Team LeadJan 20- Mar 23
Malcolm LeeSenior Associate Client Capital FormationView Profile, Malcolm LeeAlexandra PetersSenior Account ManagerView Profile, Alexandra PetersCori LandPrincipal Customer Experience AdvisorView Profile, Cori Land