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
North Square InvestmentsFounding Member/Vice PresidentAug 18 - PresentOak Ridge InvestmentsRegional DirectorSep 14- Aug 18TransamericaWholesaler/ConsultantOct 11- Sep 14