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
GeowealthVP of Relationship Management at GeoWealthMar 19 - PresentCreativeone WealthAdviser DevelopmentNov 17- Feb 19Robert HalfAccount ExecutiveAug 16- Sep 17
Bret RobyckExecutive Vice President Of SalesView Profile, bret robyckDavid TrialChief Revenue Officer CROView Profile, david trialAlex RolfeVice President Of Sales Event SolutionsView Profile, alex rolfe