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
Patelco Credit UnionDirector- Member ExperienceFeb 95 - PresentFinancial Health NetworkAdvisory Committee MemberMay 23- May 24
Brett HerethClient Success ManagerView Profile, brett herethAmanda SpeesSenior Customer Success ManagerView Profile, amanda speesKim OkimotoCustomer Success Manager IIView Profile, kim okimoto