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
Fidelity InvestmentsCustomer Relationship AdvocateMar 25 - PresentRevgeniusMemberAug 23- Mar 25Concept 3 D IncAccount ExecutiveApr 22- Mar 23
Tara RiordanSenior Customer Success ManagerView Profile, Tara RiordanFabian LeonManager Customer SuccessView Profile, Fabian LeonMindy NaumerHead Of Agency SuccessView Profile, Mindy Naumer