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
SuccesslabFounderDec 22 - PresentCustomer Value CommunityEcosystems AdvisorNov 22 - PresentCustomer Success Leadership NetworkBoard MemberJul 16- Sep 24
John MooreSenior Vice President Head Of Private Wealth SolutionsView Profile, John MooreIan McgillManaging Director Head Of Transfer Agency Client Management Investor ServicesView Profile, Ian McgillJason DeutchmanFounderView Profile, Jason Deutchman