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
AlbertDirector of Customer Experience, Global OperationsJan 19 - PresentFormulafoliosFinancial PlannerJan 18- Jan 19
Nicole TattersallDirector Of EngagementView Profile, Nicole TattersallErik LindmarkHead Of Customer Experience ManagementView Profile, Erik LindmarkKenny YipDirector Of Client ServicesView Profile, Kenny Yip