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
VanguardHead of Client CareJul 18 - PresentWells Fargo AdvisorsSenior Vice President, Strategy and EngagementMay 11- Jun 18Express Scripts By EvernorthDirector, Strategic Initiatives & Project Management Jan 08- Dec 11
Taylor LawrenceTeam Lead Customer SuccessView Profile, taylor lawrenceAndrea MackaySenior Director Customer SuccessView Profile, andrea mackayWilliam Perico NetoSenior Customer Success ManagerView Profile, william périco neto