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
Bench AccountingExpert Accounting AssociateSep 19 - PresentIdc Worldsource Insurance Network IncInvestment AdministratorMar 19- Jul 19Great West LifeSales Support AssociateDec 18- Mar 19
Lily ZhuTFA Investment Advisor RepresentativeView Profile, Lily ZhuEdward SaadPrivate Equity AssociateView Profile, Edward SaadConner HillFinancial Analyst IIView Profile, Conner Hill