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
AmeritasSenior Financial Planning AnalystJan 20 - PresentSpreetailFinancial AnalystJan 18- Jan 19Nrc HealthFinancial AnalystJan 14- Jan 18
Hannah PowellSenior Financial AnalystView Profile, Hannah PowellKenneth VillafanaSenior Financial AnalystView Profile, Kenneth VillafanaSam WilkersonSenior Wealth AdvisorView Profile, Sam Wilkerson