Account Type***** ********Account Owner****** ***Account Opps/Deals**** *****Closed Won • Dec 24**K $Closed
****** ***Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
CaptrustClient Management Consultant Sep 20 - PresentOmnistar Financial GroupDirector of First ImpressionsFeb 20- Sep 20Touchstone WealthExecutive Assistant and Practice ManagerMay 18- Nov 19
Megan LeffewCustomer Success PartnerView Profile, megan leffewLisa AlanizDirector Global Customer SuccessView Profile, lisa alanizPaula FredericksenCustomer Success DirectorView Profile, paula fredericksen