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
EmpowerSenior Client Engagement SpecialistMar 22 - PresentPersonal CapitalFinancial AdvisorJun 21- Mar 22BairdFinancial AdvisorSep 15- Mar 21
Rachael StellySr Account SupervisorView Profile, Rachael StellyMeyline PerezCustomer Experience SupervisorView Profile, Meyline PerezDenver LimSenior Account ManagerView Profile, Denver Lim