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
AvendusClient Services ManagerJan 22 - PresentIifl WealthSenior Client Services ManagerJul 16- Jan 22Ambit Private LimitedClient Services ManagerMay 15- Jun 16
Aleksandrs EmsisProduct Support SpecialistView Profile, Aleksandrs EmsisPatti HarneyRetail Customer ExperienceView Profile, Patti HarneyJim DeselmManager Customer OperationsView Profile, Jim Deselm