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
Beyond Wealth AdvisorsClient Relationship ManagerSep 24 - PresentCloud InventoryExecutive AdministratorJul 15- Sep 23Commerce BankExecutive AssistantJan 12- Jan 15
Beth WardellAccount ManagerView Profile, Beth WardellBrooke MeneelyStrategic Customer Success ManagerView Profile, Brooke MeneelyEd BartosikDirector Customer Operations Success TeamView Profile, Ed Bartosik