Account Type*** *******Account Owner******* ******Account Opps/Deals**** ********Closed Won • Feb 25**K $Closed
******* *****Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
Horizon Financial GroupDirector of Advisor GrowthSep 24 - PresentOsaicAVP, FBD Director May 24- Sep 24Lincoln Financial NetworkAssistant Vice President, FBD Director Jan 22- May 24
Alexis RobinsonNew Business SalesView Profile, Alexis RobinsonMatt WujciakAccount Executive Consulting Private EquityView Profile, Matt WujciakMartin SchwartzGTM Spend HoundView Profile, Martin Schwartz