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
BarclaysPersonal BankerApr 23 - PresentConcentrixAdvisorOct 21- Apr 23Capline Dental ServicesSenior AssociateApr 21- May 21
Jeffrey BergFinancial AdvisorView Profile, Jeffrey BergDawn BrownWealth AdvisorView Profile, Dawn BrownPeter ThurstonAssociate DirectorView Profile, Peter Thurston