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
Worldsource Wealth ManagementDirector, Enterprise PMOMay 23 - PresentHarvard Business ReviewAdvisorJan 21 - PresentWomen In Leadership Program Ufsca UniversityAdvisory Board MemberMar 22- Apr 24
Alex SakharovAssociateView Profile, Alex SakharovJade EngelbrechtMemberView Profile, Jade EngelbrechtStacey MullenBusiness AdministratorView Profile, Stacey Mullen