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
Schooner PubOwnerFeb 22 - PresentIntrinioChief Financial OfficerAug 19- Apr 23Northwestern MutualCertified Financial PlannerNov 17- Dec 18