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
CaptrustClient ManagerJan 21 - PresentFranklin TempletonTransfer Agency Customer Service SupervisorSep 94- Apr 16
Sara FrantzManager Client SuccessView Profile, Sara FrantzPulkit KochharManager Merchant SuccessView Profile, Pulkit KochharNicholas FoxOnboarding SpecialistView Profile, Nicholas Fox