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
SilvurPartner Success LeaderFeb 25 - PresentAmerican FidelityAccount ManagerMay 24- Jan 25Excite Wealth ManagementProgram ChampionDec 22- Mar 24
Kate WiersemaSenior Client Success ManagerView Profile, Kate WiersemaJustin WongPrincipal Technical Account ManagerView Profile, Justin WongColleen T WolfePrincipal Customer Success ManagerView Profile, Colleen T Wolfe