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
LeadhoopVP, SalesMay 23- Nov 24EducationdynamicsVP, Client Services Jan 14- May 23Direct AgentsAccount CoordinatorAug 13- Jan 14
Namita PatelSVP Advisor Experience Center Of ExcellenceView Profile, Namita PatelPaola ChadwellVice President Customer SuccessView Profile, Paola ChadwellAdam HoughtonVice President Of Customer SuccessView Profile, Adam Houghton