Account Type******** *******Account Owner******** ******Account Opps/Deals******** ******Closed Won • Oct 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
Daniel HoltAccount StrategistView Profile, daniel holtPooja SinghSearch Engine Optimization ExecutiveView Profile, pooja singhCameron PurcellBrand Experience ManagerView Profile, cameron purcell