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
Heritage Financial Services LlcRetiredMar 15- Jun 22Bny PershingDirector, Sr. Relationship ManagerMar 10- Jan 15
Marissa TebeauHuman Resources Business PartnerView Profile, Marissa TebeauRoth MomHuman Resources ManagerView Profile, Roth MomEduardo ChapolaRecruiting ManagerView Profile, Eduardo Chapola