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
TdSr. Manager, Wealth Client ExperienceAug 07 - PresentNorthstar Research Partners Is Now HarrisxResearch DirectorJan 99- Jan 07
Noelle WilliamsConcierge SupervisorView Profile, Noelle WilliamsBethaney RomanOmnichannel Implementation Support SpecialistView Profile, Bethaney RomanJill HebdonCustomer Service SpecialistView Profile, Jill Hebdon