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
Zoe FinancialAdvisor Success ManagerApr 25 - PresentGlenmedeManagement AssociateMay 22- Jul 24FacetSenior Client Success ManagerOct 20- Jun 22
Omer Azran TchenakAccount ManagerView Profile, Omer Azran TchenakShaan HossainClient DevelopmentView Profile, Shaan HossainDaniel KelloggTechnical Account ManagerView Profile, Daniel Kellogg