Account Type******* *******Account Owner****** *****Account Opps/Deals**** ***Closed Won • Jan 25**K $Closed
****** ********Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
GeowealthVP of Relationship Management at GeoWealthMar 19 - PresentCreativeone WealthAdviser DevelopmentNov 17- Feb 19Robert HalfAccount ExecutiveAug 16- Sep 17
Andre PrincipeEnterprise Account Executive ExpansionView Profile, Andre PrincipeNick BuxtonFractional Chief Revenue OfficerView Profile, Nick BuxtonJeff FurbishChief Sales Officer VP Sales And Account ManagementView Profile, Jeff Furbish