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
Altfest Personal Wealth ManagementDirector of Client ServicesFeb 20 - PresentBard CollegeResearch AssistantJun 14- Aug 14IES AbroadStudentAug 12- Aug 13
Jonathan LiepmannSenior Strategic Customer Success ManagerView Profile, jonathan liepmannKim GunningDirector Of Client RelationsView Profile, kim gunningSumaiya AfzalCustomer Success LeadView Profile, sumaiya afzal