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
Lpl FinancialVice President | Client Success, Prospect SolutioningJul 10 - PresentFirst Legacy Partners LlcAVP, Acquisition SupportJun 09- Oct 09Sun LifeInternal WholesalerMar 08- Jan 09
James PerlbergSenior Vice President Customer SuccessView Profile, james perlbergSean AndrewsVP Global Customer SuccessView Profile, sean andrewsMark BelcherChief Customer Success ArchitectView Profile, mark belcher