Account Type****** ****Account Owner***** ***Account Opps/Deals******** ***Closed Won • Mar 25****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
Jeff KucerClient And Community Relations ManagerView Profile, Jeff KucerCarmen McgeeCustomer Success AdvocateView Profile, Carmen McgeeTony Leonardo ☁️Customer Success Manager Lifecycle Management ExpertView Profile, Tony Leonardo ☁️