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
Fidelity InvestmentsVP Client Services Nov 21 - PresentElevations Credit UnionVP Contact CenterJan 20- Nov 21OppenheimerfundsVice President Client ServicesMar 15- Dec 19
Steve HendricksVP Global Customer SuccessView Profile, Steve HendricksPilar RansomeVP Of Customer ExperienceView Profile, Pilar RansomeMike NelsonVice President Client SolutionsView Profile, Mike Nelson