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
Foundation SourceAssociate Director of Client Services at Foundation Source Nov 14 - PresentRbcClient AssociateMay 13 - PresentPcr Financial AggregationRelationship Services AssociateJan 12- Jan 13
Wenbing ShenDirector Of Customer ServiceView Profile, wenbing shenAnna Louise HammarCustomer Success ManagerView Profile, anna-louise hammarZac CridlebaughCustomer Success ManagerView Profile, zac cridlebaugh