Account Type*** ****Account Owner**** ******Account Opps/Deals**** ***Closed Won • Dec 24***K $Closed
***** ******Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
CaptrustClient Relationship ManagerJul 14 - PresentT Rowe PriceLead Retirement Plan CoordinatorNov 05- Apr 14FedexSenior Customer Service RepresentativeAug 97- Sep 00
Fiona StottNPD ManagerView Profile, fiona stottPatrick OcallaghanDirector Customer SuccessView Profile, patrick o'callaghanKaren StewartAPAC Partner Success ManagerView Profile, karen stewart