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
IcrInvestor Relations Senior AssociateJan 21 - PresentAlex Brown Raymond JamesWealth ManagementJun 18- Aug 18
Trevor MannersDirectorView Profile, Trevor MannersAndy ThoeSalesforce PracticeView Profile, Andy ThoeDan MastenCall Center Manager Fixed AnnuitiesView Profile, Dan Masten