Account Type**** ***Account Owner**** ***Account Opps/Deals****** *****Closed Won • Oct 24****K $Closed
**** ****Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Symmetry Partners LlcHead of Client Experience & Advisor Services (Sales, Marketing & Relationship Management)Mar 19 - PresentBuckingham Strategic PartnersVP MarketingAug 07- Feb 19Wells FargoDirector, Brokerage MarketingJan 04- Jan 07
Megan CraigSr Manager Business SolutionsView Profile, megan craigCarson EisenhartSenior Project ManagerView Profile, carson eisenhartCheryl KleinsmidtCX Team LeaderView Profile, cheryl kleinsmidt