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
PregisAccount ManagerJul 19 - PresentEdward JonesFinancial AdvisorJun 19- Jul 19ThriventFinancial AdvisorMay 18- Jan 19
Ben WickensHead Of Customer Success EngineeringView Profile, Ben WickensSierra MillerAccount ManagerView Profile, Sierra MillerAmanda FollettCustomer Success Manager StrategicView Profile, Amanda Follett