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
Strategic Wealth DesignersFinancial AdvisorSep 20 - PresentSpringboardData Analytics FellowSep 20- Jun 21Inss IsraelResearch InternOct 19- Aug 20
Laurence StubbingtonAccounts DirectorView Profile, Laurence StubbingtonSabrina ArmerVP Of FinanceView Profile, Sabrina ArmerTim EthertonExternal AuditorView Profile, Tim Etherton