Account Type******** *****Account Owner***** *****Account Opps/Deals******* *******Closed Won • Mar 25**K $Closed
******* *****Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
AltrataAccount ExecutiveSep 23 - PresentOnboardSenior Sales Development RepresentativeMay 22- Sep 23Financial Planning Association FpaFinancial Planning ExternJun 22- Aug 22