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
CounterpartSenior Business ConsultantAug 19 - PresentCredential Asset Management LimitedMutual Funds Investment SpecialistAug 18- Aug 19Interior SavingsAccount ManagerJun 18- Aug 19
Krista MccormackPrincipal Strategic AccountsView Profile, Krista MccormackJake SmithLeader Of Brand Growth StrategyView Profile, Jake SmithLydia ValtchanovSenior Analyst Partner IntegrationView Profile, Lydia Valtchanov