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
WorkivaLead Customer Success ManagerFeb 19 - PresentCambridge Investment Research IncBrokerage Operations InternMay 18- Aug 18
Claire OkeeffeCustomer Solutions ArchitectView Profile, claire o'keeffeWarren AndersonSr Customer Education SpecialistView Profile, warren andersonJennie McguirePrincipal Customer Success ManagerView Profile, jennie mcguire