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
Guidant FinancialDirector of Client ExperienceJul 15 - PresentVanguardSpecialized Services RepresentativeMar 13- Jun 15Edward JonesOperations Specialist IIJan 07- Oct 09
Jenna FlanaganDirector Client PartnershipView Profile, Jenna FlanaganKarolina MatyjaCustomer Success ManagerView Profile, Karolina MatyjaJohn YoungAccount ManagerView Profile, John Young