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
Owlfinancial TechnologiesDirector, Client RelationsJun 19 - PresentValuemomentumClient Relationship ManagerFeb 16- Jun 23CognizantBusiness AnalystApr 14- Jan 16
Valerie PDirector Of Customer SuccessView Profile, Valerie PMatt RSenior Director Of Advisor SuccessView Profile, Matt RTheresa BontempoDirector Of Customer SuccessView Profile, Theresa Bontempo