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
On 24Order Administration & BillingJun 22 - PresentDynataCustomer Success ManagerApr 17- Jun 22ChaseTellerMar 10- Dec 12
Sam RookeCash Flow ProView Profile, Sam RookeMontse MelizCFO Bermad EuropeView Profile, Montse MelizLee FreitagDefined Contribution Strategist Defined Contribution Lifetime IncomeView Profile, Lee Freitag