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
AltrataAccount ExecutiveSep 23 - PresentOnboardSenior Sales Development RepresentativeMay 22- Sep 23Financial Planning Association FpaFinancial Planning ExternJun 22- Aug 22
Stephanie BreitensteinAccount ExecutiveView Profile, stephanie breitensteinJoshua OrtizSales Platforms ArchitectView Profile, joshua ortizElizabeth Titus YoakumAccount ExecutiveView Profile, elizabeth titus-yoakum