Account Type***** ****Account Owner******* ******Account Opps/Deals**** *****Closed Won • Jan 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
Kelsey MillerVice President Of Client SuccessView Profile, Kelsey MillerColin ReynoldsVP Customer Onboarding ImplementationView Profile, Colin ReynoldsDoug CarlsonVP Client SolutionsView Profile, Doug Carlson