Account Type***** ******Account Owner******** ****Account Opps/Deals*** ***Closed Won • Aug 24****K $Closed
****** ******Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
ServicetitanCustomer Success Manager, EnterpriseMar 22 - PresentMerrill LynchRegistered Wealth Management Client AssociateNov 16- Mar 22University Of California Irvine Division Of Continuing EducationLead Academic AssistantMar 15- Sep 16
Laura CandottiClient Success PartnerView Profile, laura candottiMichelle SCustomer Success Onboarding SpecialistView Profile, michelle s.Erin Willhite KelleyEngagement ManagerView Profile, erin (willhite) kelley