Account Type******* *******Account Owner***** ***Account Opps/Deals*** ******Closed Won • Oct 24***K $Closed
******* *****Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Influ 2Manager, Customer SuccessSep 24 - PresentDeelManager, Customer SuccessOct 21- Aug 24Guidevine Acquired By Avantax Part Of Blucora Inc Nasdaq BcorDirector of Advisor SuccessJul 16- Aug 21
John DavisClient Success ManagerView Profile, john davisSteve BarrowDirector Of Customer ServiceView Profile, steve barrowKevin RiversSenior Director Customer SuccessView Profile, kevin rivers