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
Value Partners InvestmentsManager Client ServicesMar 25 - PresentIg Wealth ManagementDirector of OperationsJul 13- Dec 23TdRegional Sales ManagerJul 88- Mar 13
Alex JohnsonSenior Customer Success Manager Strategic AccountsView Profile, Alex JohnsonZach HeinemannTechnical Implementation Lead SMSView Profile, Zach HeinemannMatthew GestEnterprise Customer Success Manager LeadView Profile, Matthew Gest