Account Type*** ***Account Owner******* ****Account Opps/Deals***** ****Closed Won • Feb 25***K $Closed
******** ***Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
OnbeSenior Manager of Client SupportMar 20 - PresentAcv MaxImplementation Specialist / Success Manager Jul 16- Mar 20EnterpriseAssistant Branch ManagerJun 14- Jul 16
Matthew Brauer MarzioSenior Customer Success Manager Broker DealersView Profile, Matthew Brauer MarzioMorgan KanakisOnboarding Project Manager LeadView Profile, Morgan KanakisKaty Kinirons MejiaSenior Account ManagerView Profile, Katy Kinirons Mejia