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
Edward JonesPrincipal / General Partner, Client & Branch Experience ManagementMar 19 - PresentSalesforceGlobal Head of Wealth & Asset ManagementOct 15- Mar 19DeloitteWealth Management Practice Leader - Financial Services Strategy & OperationsJun 13- Nov 15
Henry ChongSenior Technical Account ManagerView Profile, Henry ChongNick HnatiwSenior Manager Customer SuccessView Profile, Nick HnatiwShannon TarreyCustomer Collaboration LeadView Profile, Shannon Tarrey