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
WealthsimpleManager, Customer SuccessSep 24 - PresentSearcheyeHead of Customer SuccessJan 24- May 241 PasswordSenior Manager, Account ManagementOct 20- Feb 23
Luis LamOnboarding ManagerView Profile, Luis LamDee StewartCustomer Experience Manager Vice PresidentView Profile, Dee StewartShannon HayesImplementation SpecialistView Profile, Shannon Hayes