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
QualtricsPrincipal Success ManagerOct 21 - PresentClarabridge Acquired By QualtricsEngagement ManagerJul 19- Oct 21VanguardFinancial Investments Retirement Specialist (Series 7 Licensed Broker)Jul 15- Jul 17
Desirnai HicksSenior Partner Success StrategistView Profile, Desirnai HicksMichael KleinSenior Client Partner Key AccountsView Profile, Michael KleinAllen CaswellSenior Client Strategy ManagerView Profile, Allen Caswell