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
Morgan StanleyManaging Director - Head of Digital Client Experience and PlatformsMay 16 - PresentAdvisor Software AsiChief Customer OfficerDec 14- May 16Personal CapitalChief Marketing OfficerFeb 14- Dec 14
Katy SeelGeneral Manager People Customer GroupView Profile, Katy SeelKaren CiullaSenior Director Client Team Operations Growth OperationsView Profile, Karen CiullaAlison TrechslerHead Of Client ServicesView Profile, Alison Trechsler