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
Cetera Financial GroupSenior Marketing Specialist, Advisor Marketing Jan 25 - PresentAvantaxMarketing Lead, Advisor Marketing Apr 21 - PresentCherrywoodReal Estate AgentJul 20- Feb 25
Matt SchmidSr Product Marketing MgrView Profile, Matt SchmidRoger Serra RosellDigital Marketing LeadView Profile, Roger Serra RosellSteven HummelSenior Manager Market ResearchView Profile, Steven Hummel