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
BbsiDirector, Client BenefitsJul 24 - PresentTrinetExecutive Director, Benefit Advisory ServicesJul 12- Jan 24WealthengineInsurance & Financial Services - Client SalesJan 11- Jul 12
Matt SpennCustomer Success ManagerView Profile, Matt SpennLashunda Prescott ManlyCustomer Success Documentation LeadView Profile, Lashunda Prescott ManlyAlexane GurwicCustomer Experience ManagerView Profile, Alexane Gurwic