Account Type***** ******Account Owner**** *****Account Opps/Deals******** *******Closed Won • Aug 24****K $Closed
******** ********Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
The Landings Golf Athletic ClubRetired & ChillingJul 23 - PresentGenesysStrategic Account ExecutiveMar 19- Jul 23Ca TechnologiesProfessional Sales and Business Development ExecutiveDec 89- Feb 19
Jessie TaylorVice President Advice Risk ManagementView Profile, jessie taylorJason SmithVP Solutions ArchitectureView Profile, jason smithJohanna CapSenior Vice President Wealth Content StrategyView Profile, johanna cap