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
Cazenove CapitalClient Services ExecutiveNov 23 - PresentSchrodersWealth Management TraineeSep 22- Sep 23Gp BullhoundInvestment Banking InternJun 22- Jun 22
Sharon ShafranVP Customer Success Operations Renewals AI ML 2020 PresentView Profile, Sharon ShafranChad GreenleafSenior Vice President Client ServicesView Profile, Chad GreenleafErin MccarthyVice President Of Customer SuccessView Profile, Erin Mccarthy