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
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
Sheena GardnerRegional Director Enterprise Customer SuccessView Profile, Sheena GardnerChristine GallenDirector Of Analyst Relations Client Success TeamView Profile, Christine GallenGeoff KingstonGeneral Manager Customer AffairsView Profile, Geoff Kingston