Account Type*** ****Account Owner**** ******Account Opps/Deals*** ***Closed Won • Dec 24****K $Closed
***** ********Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
SafetycultureFinance Systems ManagerSep 24 - PresentInvestaBusiness Systems ManagerApr 21- Jun 24Charter HallSolution ArchitectApr 19- Apr 21
Caden SperryPrivate Wealth AdvisorView Profile, caden sperryAlvaro IzaguirreAssociateView Profile, alvaro izaguirreMegan ToonPortfolio ManagerView Profile, megan toon