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
Spf Private ClientsClient Relationship ManagerFeb 24 - PresentIndependent JamesMortgage and Insurance AdministratorNov 22- Feb 24Spf Private ClientsJunior Mortgage and Data Administrator Aug 22- Sep 22
Dave RymasCustomer Experience Delivery ManagerView Profile, Dave RymasIain McgheeDirector Customer Success TrelicaView Profile, Iain McgheeKieran PhillipsAccount ManagerView Profile, Kieran Phillips