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
Strategic Wealth DesignersNew Business SpecialistJul 21- Apr 24Capital GroupClient Services SpecialistJun 07- Feb 22
Shaton BrownTransition ConsultantView Profile, Shaton BrownJohn M T BalmerProfessor Emeritus Brunel Business SchoolView Profile, John M T BalmerDan DinnarVenture PartnerView Profile, Dan Dinnar