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
Mai Capital ManagementClient Relationship Manager - DirectorJul 24 - PresentOnedigitalSr. Retirement Plan Consultant Apr 23- Jun 24Fei Financial Executives InternationalSponsor Dec 16- Jun 24
Lex HamlettTeam Manager Customer SuccessView Profile, Lex HamlettMelissa BarrettSenior Account ManagerView Profile, Melissa BarrettRahmat Abdull LatifSenior Customer Solutions ArchitectView Profile, Rahmat Abdull Latif