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
Trek Wealth SolutionsClient Solutions consultantFeb 23 - PresentMerrill LynchClient AssociateJan 98- Jan 03
Alexander TorresCustomer Success Manager Migrations ImplementationsView Profile, Alexander TorresPaul ByronCustomer Success Director At ON 24View Profile, Paul ByronJustin LiuSenior Director Of Customer SuccessView Profile, Justin Liu