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
On Board ExperientialSenior Account ManagerJan 24 - PresentDouble ForteAccount ManagerJun 21- Sep 23Mmgy WagstaffSenior Account ExecutiveApr 17- Jun 21
Egan CallahanSenior Strategic Customer Success ManagerView Profile, Egan CallahanKarilla DyerSenior Customer References And Advocacy ManagerView Profile, Karilla DyerPeter HametSenior Client Investment Officer OCIO For Global Family OfficeView Profile, Peter Hamet