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
Bny WealthClient Strategist Feb 24 - PresentEvercommerceVice President of Customer SuccessMar 22- Apr 23Gutcheck A Toluna CompanyVice President, Strategic AccountsMar 16- Mar 22
Hannah HolbrookMember Experience ManagerView Profile, Hannah HolbrookAlonzo RodriguezCustomer Success RepresentativeView Profile, Alonzo RodriguezMatt LicataClient Relations ExecutiveView Profile, Matt Licata