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
IntellifloSenior Customer Relationship ManagerDec 13 - PresentAxa WealthArea Business ManagerJan 96- May 13
Catherine BachlmayrHead Of Customer Program OfficeView Profile, catherine bachlmayrRyan JacobsonDirector Client ServicesView Profile, ryan jacobsonBrian MalcolmChief Client Success OfficerView Profile, brian malcolm