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
RebalanceSenior Vice President, Client Service & AdviceApr 12 - PresentMarketridersDirector of Client Services | Financial Advisor | Investment AdvisorMar 09- Dec 12Gap IncDirector GAP Intl Outlet, Merchandising, Planning & DistributionJan 93- Jan 00
Steve PortschySenior Director Client Success ManagementView Profile, Steve PortschyChloe LagueEnterprise Client Success ExecutiveView Profile, Chloe LagueKimberly CisekVice President Customer Experience And Product ManagementView Profile, Kimberly Cisek