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
Fidelity InvestmentsCustomer Success ManagerNov 24 - PresentCatchlightCustomer Success ManagerNov 24 - PresentFunnelEnterprise Customer Success ManagerJul 19- Nov 24
Phoebe DavisImplementation SpecialistView Profile, Phoebe DavisBettina BogdanovaRenewal ManagerView Profile, Bettina BogdanovaDanny TackCustomer Success Service And Support Manager 1View Profile, Danny Tack