Account Type****** *******Account Owner****** ***Account Opps/Deals****** ***Closed Won • Dec 24**K $Closed
**** ******Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
Aag Financial EducationClient Relationship ManagerSep 21 - PresentAag Wealth ManagementExecutive AssistantJul 18- Sep 21
Paul LiebmanHead Of Global Customer SuccessView Profile, paul liebmanAlison BarrettHead Of Scaled Customer SuccessView Profile, alison barrettJonathan ToubDirector Of Global Customer Success Strategic AccountsView Profile, jonathan toub