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
WorkdayFinancials COE, Major AccountsJun 23 - PresentGuildKey Account DirectorNov 21- Jun 23BaswareEnterprise SalesOct 19- Nov 21
Ryan VerolaGlobal Account Manager Financial ServicesView Profile, Ryan VerolaDavid LearoydVP Financial Planning AnalysisView Profile, David LearoydJohn ThomasWealth AdvisorView Profile, John Thomas