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
Lseg Data AnalyticsCustomer Success ManagerApr 21 - PresentUltimus Fund SolutionsSenior Manager, Relationship ManagementNov 15- Apr 21Advisor GroupInvestment Research AnalystJul 11- Nov 15
Sara MTechnical Account ManagerView Profile, Sara MJamie CulenAccount ManagerView Profile, Jamie CulenMatt HannanCustomer Success ManagerView Profile, Matt Hannan