Account Type**** ***Account Owner***** ****Account Opps/Deals******** *****Closed Won • Mar 25***K $Closed
******* *****Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
VestwellPartner Marketing ManagerAug 21 - PresentBladePartnership ManagementMay 18- Nov 20Springowl Asset Management LlcOffice ManagerJun 15- May 18