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
Morgan StanleyManager - Client Success ManagementJun 22 - PresentVanguardHigh Net Worth SpecialistNov 11- Oct 16Edward JonesFinancial AdvisorNov 08- Oct 11
Ellery GriscomCustomer Success Executive Tier 1 Named Customer ProgramView Profile, Ellery GriscomRussell SmithSenior Director Customer Success OperationsView Profile, Russell SmithSunil KapdiCustomer Success PartnerView Profile, Sunil Kapdi