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
MorningstarManager, Customer Success at MorningstarMay 16 - PresentTdFinancial AdvisorJun 09- Aug 15Jewell Events CateringEvent ConsultantOct 04- Aug 05
Carlos EspinosaSr Customer Project SpecialistView Profile, Carlos EspinosaHayley KatzSenior Strategic Customer Success Manager New Verticals Sports EntertainmentView Profile, Hayley KatzCassandra HeafyManager Of Executive ExperiencesView Profile, Cassandra Heafy