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
Loaded WealthProduct LeadNov 24 - PresentCapital PreferencesHead of Customer Success, Global InstitutionsApr 14- May 24
Lynn YeoProject Manager Digital ProducerView Profile, lynn yeoFalak ShahProduct Manager IIView Profile, falak shahEkaterina LiebichDesign Lead UXView Profile, ekaterina liebich