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
UbsClient ManagerDec 22- Apr 24Swiss Life SelectFinancial plannerDec 20- Dec 22RolexStagiaire Communication MarketingSep 13- Oct 13
Steven FarinaDirector Customer SuccessView Profile, Steven FarinaDaniel PosaCustomer Success ManagerView Profile, Daniel PosaLuisa YuhouseImplementation Project ManagerView Profile, Luisa Yuhouse