Account Type****** ***Account Owner*** *****Account Opps/Deals**** ******Closed Won • Nov 24****K $Closed
****** ****Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Northwestern MutualClient Expwrience ManagerSep 21 - PresentInvestmark Advisory GroupClient Service AssociateSep 06- Sep 21MassmutualRelationship ManagerJan 96- Jan 00
Jack CoyleEnterprise Customer Success ManagerView Profile, jack coyleClark ClementDirector Of Client SuccessView Profile, clark clementColleen EnnisHead Of Enterprise And Strategic Customer SuccessView Profile, colleen ennis