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
Wells Fargo AdvisorsSenior Client AssociateMay 19 - PresentMorgan StanleyClient Service AssociateJan 18- Jan 19
Maggie RamirezSenior Customer Success ManagerView Profile, Maggie RamirezPaul ShefeltonPrincipal Customer Success ManagerView Profile, Paul ShefeltonTanya BaertschSenior Client Engagement ManagerView Profile, Tanya Baertsch