Account Type******** *****Account Owner*** ****Account Opps/Deals*** ****Closed Won • Nov 24****K $Closed
******* ****Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
VanguardGlobal Head of Advice Product, Strategy, & ManagementJan 04 - PresentFiservSecurities Operations SpecialistAug 02- Dec 03
Kelly LeGlobal Omnichannel CX StrategyView Profile, kelly leWilliam GurneyHead Of Strategy And Partnership DevelopmentView Profile, william gurneyUsaid KhanVice President Of Business DevelopmentView Profile, usaid khan