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
DecisionsAccount ExecutiveNov 21 - PresentWells Fargo AdvisorsClient AssociateFeb 18- Nov 21Morgan StanleyClient Services Account ExecutiveDec 12- Feb 18
Oli LifelyHead Of Sales UK Benelux And NordicsView Profile, oli lifelyRoy LudmirBusiness Development ManagerView Profile, roy ludmirErin GorslineStrategic Enterprise Account ExecutiveView Profile, erin gorsline