Account Type*** ***Account Owner*** ******Account Opps/Deals******** ***Closed Won • Jan 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
Ana Elena SanchezKey Account Manager Developer LeaderView Profile, Ana Elena SanchezMichael IannucciSenior Client Retention SpecialistView Profile, Michael IannucciClaire SternoffSr Customer Engagement Manager Customer Councils Engagement ProgramsView Profile, Claire Sternoff