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
StotlesAccount ExecutiveSep 24 - PresentThriveSenior Account ExecutiveSep 20- Sep 24MoneybarnCustomer Support AgentAug 19- Feb 20
Lisa SingerMarket Expansion Manager ANZView Profile, Lisa SingerSrikanth KailasamPartner Client EngagementView Profile, Srikanth KailasamPatrick HoganInternal Sales Consultant Financial Advisor Services At VanguardView Profile, Patrick Hogan