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
VontobelAssociate Director, Client Service SpecialistNov 11 - PresentLsv Asset ManagementSr. Client Service AnalystApr 00- Jun 08
Sarah Z KleinmanDirector Of Customer SuccessView Profile, Sarah Z KleinmanWade FitzgeraldSuccess Director Global Strategic AccountsView Profile, Wade FitzgeraldElizabeth ForsythDirector Enterprise Client Partnerships Enterprise Client RelationsView Profile, Elizabeth Forsyth