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
CressetAssociate Director, Private Wealth Client ServicesJan 25- Apr 25Rockefeller Capital ManagementClient Associate Manager- Vice PresidentApr 22- Jan 25Homrich BergClient Care CoordinatorMay 19- Apr 22
Rich CorrissRegional VP Of Customer SuccessView Profile, Rich CorrissPete DipaolaSr Director US Federal Customer Success Leader For Data And Artificial IntelligenceView Profile, Pete DipaolaBen JenkinsonVice President Customer Experience And InsightsView Profile, Ben Jenkinson