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
Addition WealthCustomer Success ManagerMar 25 - PresentYextClient Solutions Manager, Enterprise Apr 22- Mar 25Investment MetricsClient Success ManagerFeb 21- Apr 22
Rachel FranciosaClient Success CoordinatorView Profile, Rachel FranciosaRich Powers 🚀Senior Customer Success Manager At MaxioView Profile, Rich Powers 🚀Carol CoronadoAssociate Director Of Donor RelationsView Profile, Carol Coronado