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
MonetaRetirement Plan Client Service ManagerMar 23- Apr 24Guidant FinancialAccount Representative IISep 18- Apr 21JambaShift SupervisorSep 07- Jun 10
Travis PlenderleithTax PartnerView Profile, travis plenderleithSarah HarringtonAssistant ControllerView Profile, sarah harringtonNick ArrowsmithIncoming Investment Banking AnalystView Profile, nick arrowsmith