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
Bny WealthClient Services AnalystMar 24 - PresentAlo YogaVisual Manager | Operations Associate | Client Service May 23- Mar 24Natixis Investment ManagersStrategic Marketing Associate (Co-op) Jan 21- Jan 21
Chase JensenL 2 Customer Support ManagerView Profile, Chase JensenKaty BarnettClaims AdjusterView Profile, Katy BarnettJames TapleyProfessional Services Consultant IIView Profile, James Tapley