Account Type****** ******Account Owner***** *******Account Opps/Deals*** ***Closed Won • Dec 24***K $Closed
******* ***Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
CaptivateiqProfessional Solutions ArchitectApr 22 - PresentFinancial Resources Group Investment Services LlcCommission ManagerAug 19- Apr 22Bb TInvestment Client Services RepresentativeFeb 17- Aug 19
Marie WardSr Print Production ConsultantView Profile, marie wardJim ForteSenior Compliance EngineerView Profile, jim forteSara MacukaCollections Specialist SeniorView Profile, sara macuka