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
SalesforceSenior Revenue AccountantApr 20- Mar 24TableauSenior Revenue AccountantOct 16- Apr 20Kpmg UsSenior Audit AssociateOct 14- Oct 16
Jake MartinInvestment Banking Senior AnalystView Profile, Jake MartinPatricia OoiManager Investment BankingView Profile, Patricia OoiReed DavisSenior Wealth AdvisorView Profile, Reed Davis