Account Type***** ***Account Owner*** ******Account Opps/Deals******** *******Closed Won • Dec 24**K $Closed
*** ****Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
Q 2Head of Customer Success (PrecisionLender)Jun 18 - PresentFar West CapitalSr. Vice PresidentJan 13- May 18Treaty Oak BankSr. Vice PresidentJan 06- Jan 11
Erica LevyStrategic Project Manager Customer Success OperationsView Profile, erica levyBrandi WatsonSenior Director Of Client ServicesView Profile, brandi watsonEmily KingOnboarding CoordinatorView Profile, emily king