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
TockSenior Account ManagerMay 21 - PresentBridgeftCustomer Success AnalystAug 19- Mar 21Plancorp Wealth ManagementFinancial PlannerJul 18- Aug 19
Craig AndersonTechnical Account Senior ManagerView Profile, Craig AndersonHiro KuwabaraTeam Lead Customer Operations EngineeringView Profile, Hiro KuwabaraEleasa BrookmanManager Customer OperationsView Profile, Eleasa Brookman