Account Type*** ****Account Owner******** *****Account Opps/Deals*** ****Closed Won • Nov 24****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
Joe MatellaVP Customer ExperienceView Profile, joe matellaMichael BlattnerVice President Of Customer SuccessView Profile, michael blattnerHelene GoetzelmannVP Client ExperienceView Profile, helene goetzelmann