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
Clear Strategy FinancialFinancial AdvisorJan 25 - PresentThriventFinancial AdvisorJan 22- Jan 25Automation AlleyAccount ManagerFeb 20- Feb 21
Tony HobanWealth Advisor PartnerView Profile, Tony HobanCarlos BolloAccounts Payable ClerkView Profile, Carlos BolloAlice SongAssociateView Profile, Alice Song