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
SutherlandEnterprise Customer Success ManagerJul 19 - PresentCetera Advisors LlcFinancial AdvisorDec 12- Oct 15
Ari CAccount ManagerView Profile, Ari CAmy ByrneCustomer Success Manager EMEA CourseraView Profile, Amy ByrnePeggy KalbfusLarge Market Implementation Manager 401 K ConversionsView Profile, Peggy Kalbfus