Account Type***** ********Account Owner**** *****Account Opps/Deals******** ********Closed Won • Oct 24***K $Closed
****** ***Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Succession WealthBusiness Development ManagerOct 23 - PresentAvivaCoaching & Development ManagerApr 00- Oct 23
Shawn ConahanChief Revenue Officer CROView Profile, shawn conahanMichael GoferSales Manager AE ExpansionView Profile, michael goferMeredith BjorvikAccount SupervisorView Profile, meredith bjorvik