Account Type******* ****Account Owner*** *****Account Opps/Deals****** *****Closed Won • Nov 24**K $Closed
***** ***Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
FlowbankClient Relationship ManagerMay 24 - PresentUbsClient ManagerDec 22- Apr 24Swiss Life SelectFinancial plannerDec 20- Dec 22
Roberto BritoCustomer Success ManagerView Profile, roberto britoGeorge MetaxiotisSenior Associate Client Service TeamView Profile, george metaxiotisEugenia SanchezSenior Customer Success ManagerView Profile, eugenia sanchez