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
LinedataClient Success ManagerMar 25 - PresentAccessfintechCustomer Success ManagerApr 23- Mar 25Brown Brothers HarrimanVice PresidentFeb 20- Apr 23
Jim TaylorAdvisor Growth Customer SuccessView Profile, Jim TaylorKelly SchnarrsCustomer Success Manager IIIView Profile, Kelly SchnarrsKelseagh HellermannManager Client SuccessView Profile, Kelseagh Hellermann