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
ZoominfoCustomer Success Manager Mid-MarketAug 21- Nov 23SigniantSenior Customer Success Manager - Enterprise May 16- Jan 21Fidelity InvestmentsHigh Net Worth Premium RepresentativeJan 12- Jan 13
Dan MSuccess AdvisorView Profile, Dan MFelix BakerClient Relationship ManagerView Profile, Felix BakerLee KleimanCustomer Success ManagerView Profile, Lee Kleiman