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
ServicetitanSr Client Success AssociateFeb 23 - PresentSelf EmployedCertified Life CoachJan 20 - PresentSchedule EngineCustomer Solutions SpecialistJul 21- Aug 22
Silvia GallegosOnboarding SpecialistView Profile, silvia gallegosMonique BarszczHead Of Client CareView Profile, monique barszczBrittny Ward CfpClient Relationship ManagerView Profile, brittny ward cfp®