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
Carson WealthClient Relationship SpecialistFeb 22 - PresentGohealthSenior Benefits ConsultantMay 21- Feb 22Fidelity InvestmentsCustomer Relationship AdvocateFeb 19- May 21
Sarah TorresSr Manager Customer SuccessView Profile, Sarah TorresBlake WendelDirector Of Customer Success AmericasView Profile, Blake WendelScott SheltonTechnical Account ManagerView Profile, Scott Shelton