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
WtwDirector, Client RelationshipsApr 23 - PresentL G Asset ManagementSenior Client DirectorAug 19- Apr 23Wealth At WorkTeam ManagerSep 12- Aug 19
Susan Brewster RabanoCustomer Success And Account Management ContractorView Profile, Susan Brewster RabanoPatrick TangneySenior Customer Success DirectorView Profile, Patrick TangneyAndy ParkCustomer Success EngineerView Profile, Andy Park