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
ZoominfoManager- Account ManagementSep 19 - PresentDiscoverorgSales DevelopmentSep 18- Sep 19Westpac Wealth PartnersFinancial RepresentativeFeb 18- Sep 18
Melissa LuedemannDirector Of Customer SuccessView Profile, Melissa LuedemannFelix HornCustomer Success ManagerView Profile, Felix HornRobert GotfredsonImplementation CoordinatorView Profile, Robert Gotfredson