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
Christine PantojaSr Director Client ServicesView Profile, Christine PantojaGabe GarciaHead Of RIA Client Experience Business Development And StrategyView Profile, Gabe GarciaCynthia BeldnerHead Of Customer Success Operations StrategyView Profile, Cynthia Beldner