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
VestwellDirector of Sales OperationsSep 24 - PresentYieldstreetManager, Sales Operations & EnablementJun 22- Sep 24BroadridgeCapital Markets Sales Support Specialist, Strategic Solutions SalesJan 19- Jun 22
Dennis MadsonMajor Account ExecutiveView Profile, Dennis MadsonConnor ZinkManager Corporate Partnerships And ChartersView Profile, Connor ZinkRoman KochBusiness DevelopmentView Profile, Roman Koch