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
TdPrivate Client Relationship ManagerJun 21 - PresentFidelity InvestmentsFinancial Consultant IFeb 20- Apr 21Prudential FinancialFinancial ProfessionalFeb 08- Feb 20
Margo StockdaleMid Market Customer Success ManagerView Profile, Margo StockdaleMichelle PageDirector Of Customer ExperienceView Profile, Michelle PageGraham BClient Relations SpecialistView Profile, Graham B