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
Strategic Wealth DesignersNew Business SpecialistJul 21- Apr 24Capital GroupClient Services SpecialistJun 07- Feb 22
Candice HessOcean Business Development ManagerView Profile, Candice HessRebecca MyersManaging PartnerView Profile, Rebecca MyersClara MoreauGrowth SpecialistView Profile, Clara Moreau