Account Type**** ****Account Owner****** ******Account Opps/Deals******** *****Closed Won • Oct 24**K $Closed
*** ******Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
Pensions And Lifetime Savings AssociationHead of Client Relations Jan 24 - PresentPensions ExpertBusiness Development ManagerMay 23- Dec 23Portfolio InstitutionalPublisherApr 17- Apr 23
Julia PardoCustomer Success ManagerView Profile, julia pardoBrittany LiuSenior Director Customer SuccessView Profile, brittany liuJoseph DalonzoCustomer Success ManagerView Profile, joseph d'alonzo