Account Type******** *******Account Owner*** *******Account Opps/Deals****** *****Closed Won • Mar 25***K $Closed
******* ***Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
IntellicentsFinancial ConsultantSep 23- Dec 24Slavic 401 KRetirement Plan AdvisorMar 21- Nov 23IntellicentsBusiness DevelopmentJun 15- Mar 20