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
Trek Wealth SolutionsClient Solutions consultantFeb 23 - PresentMerrill LynchClient AssociateJan 98- Jan 03
Matt VandenberghCustomer Success ManagerView Profile, Matt VandenberghLaura MansonAccount ManagerView Profile, Laura MansonAlex ReedEngagement ManagerView Profile, Alex Reed