Account Type******* ***Account Owner****** *****Account Opps/Deals***** ****Closed Won • Nov 24**K $Closed
******* ******Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
Wealth Partners AllianceAssociate, Client ServicesMar 24 - PresentCaptrustFinancial Advisor Relationship ManagerMay 22- Mar 24DocumationCustomer AnalystMay 17- May 19
Elena BartoliniClient Services Account ManagerView Profile, elena bartoliniAmelia De LucaCustomer Success Expert At SAP Global Partner Ecosystem SuccessView Profile, amelia de lucaHaley ElbaumClient Implementation SpecialistView Profile, haley elbaum