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
SeiHead of RIA Client Experience, Business Development, and StrategyMay 22 - PresentCressetManaging Director, Corporate DevelopmentMay 21- May 22E Trade From Morgan StanleyMD, Head of Business Management & Strategy, Advisor ServicesOct 19- May 21
Carlos SamacaSr Director Client OperationsView Profile, Carlos SamacaAna AstizDirector Customer Success OperationsView Profile, Ana AstizBrent HaydonHead Of Customer Contact Centre OptimisationView Profile, Brent Haydon