Account Type***** ******Account Owner**** *******Account Opps/Deals******** ***Closed Won • Nov 24***K $Closed
****** ******Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
CaptrustWebinar SpecialistJan 24 - PresentMaking Money Matter LlcPersonal Finance CoachJun 17 - PresentPrincipal Financial GroupSr. Client Service ManagerMay 21- Jun 22
Hannah AndersonContent SpecialistView Profile, hannah andersonJohn Robert LlanasasSearch Engine Optimization SpecialistView Profile, john robert llanasasPatrick KohmannMarketing Development RepView Profile, patrick kohmann