Account Type*** ******Account Owner***** ****Account Opps/Deals*** ******Closed Won • Oct 24**K $Closed
***** *******Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
ChiefMemberJan 24 - PresentRgpHead of Platform Success - Digital EngagementJul 08- Oct 23Merrill LynchPrivate Wealth Management - Financial AdvisorJun 05- Nov 07
Laura BondyCustomer Success ManagerView Profile, laura bondyKatie CaulfieldDigital Engagement Manager Customer SuccessView Profile, katie caulfieldKate ChoudhuryStrategic Success DirectorView Profile, kate choudhury