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
Sales Success SocietyMemberDec 24 - PresentModern Sales ProsMemberJul 19 - PresentTeramindEnterprise Account ManagerApr 24- Dec 24
George PaceExecutive Vice President Wealth DevelopmentView Profile, George PaceTeri ShepherdPresidentView Profile, Teri ShepherdChristopher StevensChief Of AdvancementView Profile, Christopher Stevens