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