Account Type****** ******Account Owner******** *****Account Opps/Deals*** *******Closed Won • Dec 24***K $Closed
*** *******Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
CaptrustSenior Manager, Wealth Client ServicesDec 19 - PresentCharles SchwabTeam Manager, Advisor Platform SupportMay 11- Dec 19
Ashely FeeCustomer Success ManagerView Profile, ashely feeAndy MoffatSenior Customer Success ManagerView Profile, andy moffatCatherine MinorSenior Customer Success ManagerView Profile, catherine minor