Account Type***** ***Account Owner*** *****Account Opps/Deals***** ******Closed Won • Nov 24***K $Closed
**** ****Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
PlaidEnterprise Account ExecutiveJan 24 - PresentCannon ProjectAdvisorSep 18- Nov 24VeriffStrategic Account DirectorOct 20- Jan 24
Dave TaylorHelping Financial Advisors Build Consistent And Predictable PipelineView Profile, dave taylorNicole HensonAccount ExecutiveView Profile, nicole hensonSarah McdonaldAgency ManagerView Profile, sarah mcdonald