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
Jensen Investment ManagementInternal Sales AssociateNov 21 - PresentVanguardRetirement SpecialistMar 20- Nov 21Charles SchwabClient Services ProfessionalJan 19- Mar 20
Nancy IvanovSenior Manager Sales OperationsView Profile, nancy ivanovPatrick FlahertyKey Account ManagerView Profile, patrick flahertyEric CornDirector ISV Business DevelopmentView Profile, eric corn