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