Account Type**** *****Account Owner*** ****Account Opps/Deals****** *****Closed Won • Oct 24***K $Closed
******** ***Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
M G WealthHead of Business Development (MPS)Jan 22 - PresentM G Wealth PlatformHead of Strategic PartnershipsAug 09- Feb 22Chase De VereClient Services & Operations ManagerMar 01- Aug 09
Kevin JoyceSenior Director Of SalesView Profile, kevin joyceSamuel AubinSenior Manager Sales OperationsView Profile, samuel aubinRosalie BourdagesDirectrice Des Ventes Et Du Succes Client Sales Customer Success DirectirView Profile, rosalie bourdages