Account Type*** ******Account Owner***** ****Account Opps/Deals*** ******Closed Won • Aug 24**K $Closed
*** ***Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
Morgan StanleySenior Participant EducatorJan 22 - PresentE Trade From Morgan StanleyStock Plan Services RepresentativeJul 13- Jan 22Wells FargoLicensed Personal BankerMar 06- Jul 12
Kat BaconSenior Customer Success ManagerView Profile, kat baconBlake MillerRetention SpecialistView Profile, blake millerAnthony DellabarcaCustomer Success SpecialistView Profile, anthony dellabarca