Account Type**** ***Account Owner**** *******Account Opps/Deals***** ********Closed Won • May 25***K $Closed
****** ***Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
Digital Financial ServicesFinancial PlannerMay 24 - PresentFbd InsuranceInsurance AdvisorMay 24 - PresentCornmarket Group Financial Services LtdFinancial Sales ConsultantAug 16- May 24