Account Type******* ****Account Owner******* ******Account Opps/Deals**** ****Closed Won • Feb 25**K $Closed
******** ****Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
TrusaicExecutive Vice President, Products and RevenueSep 19 - PresentFirst Capitol ConsultingManager, Product Analytics & Client ServicesOct 15- Sep 19Clifford Swan Investment CounselorsEquity Research Intern/ Wealth Management InternMay 14- Aug 14
Dan GrossVice President Revenue Operations Strategic PartnershipsView Profile, Dan GrossArchana DanielsVP Of Revenue EnablementView Profile, Archana DanielsGregg HartingVP Revenue OperationsView Profile, Gregg Harting