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
E Trade From Morgan StanleyExecutive Platinum Relationship ManagerJul 21 - PresentNational Safety CouncilIndependent First Aid and CPR InstructorAug 03 - PresentFidelity InvestmentsWorkplace Planning ConsultantFeb 17- Jul 21
Jeff FordVice President Client ExperienceView Profile, jeff fordSusan HatfieldAVP Customer RelationsView Profile, susan hatfieldSteve HendricksVP Global Customer SuccessView Profile, steve hendricks