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
Independent Franchise Partners LlpClient Relationship ManagerAug 21 - PresentMacquarie GroupInvestment SpecialistJan 11- Jul 21WintonInvestor ServicesAug 04- Dec 10
Leah LeivaSenior Customer Success ManagerView Profile, Leah LeivaEric ClarkCustomer ManagerView Profile, Eric ClarkAli SchmitzCustomer Success Training ManagerView Profile, Ali Schmitz