Account Type******** ****Account Owner***** ****Account Opps/Deals******** ****Closed Won • Jan 25***K $Closed
**** ***Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
Publicis SapientClient Finance ManagerApr 14 - PresentBmoFinancial Planner, Investment & Retirement PlanningOct 09- May 13
Drew VenkerHead Of FinanceView Profile, Drew VenkerDawn BrownWealth AdvisorView Profile, Dawn BrownMark MattsonAudit AssociateView Profile, Mark Mattson