Account Type**** *******Account Owner******* ******Account Opps/Deals******** ***Closed Won • Feb 25***K $Closed
**** *****Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
EzcaterStrategic Account ImplementationDec 23 - PresentEmoney AdvisorAccount ManagerMar 21- Dec 23VistaAccount Implementation SpecialistJul 18- Mar 21
Colleen PolingAccount Manager Work PlaceView Profile, Colleen PolingMatt WagnerSenior Account ExecutiveView Profile, Matt WagnerKyle BlohmAccount ExecutiveView Profile, Kyle Blohm