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
Fidelity InvestmentsSenior Vice President, Customer Insights and Experience Jan 05 - PresentBoston Consulting Group BcgSenior Financial AnalystJul 94- Sep 95DeloitteSenior AuditorJun 89- Dec 93
Jordan BenhamVice President Client Success Prospect SolutioningView Profile, jordan benhamCraig CooperSenior Vice President Customer SuccessView Profile, craig cooperKendra MuscellaVice President Client ServicesView Profile, kendra muscella