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
Td SecuritiesDirector of Technology Solutions - Client Onboarding, CRM and ComplianceMay 23 - PresentGuidehouseAssociate Director, Salesforce Principal ArchitectOct 20- May 23CitSalesforce Technical Architect & Development ManagerJul 16- Oct 20
Jimin ChoiDirector Customer SuccessView Profile, Jimin ChoiLindsey HenrySr Director Customer Experience Head Of Core ServicesView Profile, Lindsey HenryJoshua LewisHead Of Customer Knowledge Strategic Insights CKSIView Profile, Joshua Lewis