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
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
Luciana LozitoCustomer Relationship Management ManagerView Profile, Luciana LozitoCarley HelmickClient Onboarding SpecialistView Profile, Carley HelmickElena CastilloHead Of Customer SuccessView Profile, Elena Castillo