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