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
EmtrainHead of Client ExperienceAug 17 - PresentBettermentAdvisorMay 17- Jun 23BlackrockRetirement Readiness Strategist, Managing DirectorDec 09- May 17
Sue HogleDirector Client Service Organization CSO Retention And Special OperationsView Profile, Sue HogleSylvaine BrewHead Of Customer SuccessView Profile, Sylvaine BrewPhilip SmithDirector Of Client DevelopmentView Profile, Philip Smith