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
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
Chelsey Lauren PerrellaSenior Customer Programs Manager Customer ExperienceView Profile, chelsey lauren perrellaKaylee Huie FelchSenior Customer Success ManagerView Profile, kaylee huie felchAlex RossSr Client Partner Moble SolutionsView Profile, alex ross