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
AltrataAccount ExecutiveSep 23 - PresentOnboardSenior Sales Development RepresentativeMay 22- Sep 23Financial Planning Association FpaFinancial Planning ExternJun 22- Aug 22
Jerry DilettusoBusiness Development ExecutiveView Profile, Jerry DilettusoNicole LangfordCorporate Sales Investor RelationsView Profile, Nicole LangfordSean CampbellAccount Manager Mid MarketView Profile, Sean Campbell