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
MarinerRegional Manager- Client ServicesMay 24 - PresentMariner Platform SolutionsSenior Operations ManagerMay 23- May 24Edelman Financial EnginesRegional Manager - Client Services Feb 14- May 23
Jamie MccarthyManager Customer TransitionView Profile, jamie mccarthyHildebrando Souza JrPrincipal Customer Experience ManagerView Profile, hildebrando souza jrJeff EnglishStrategic Enterprise Customer Success Manager Financial ServicesView Profile, jeff english