Account Type****** ***Account Owner******* ******Account Opps/Deals***** *****Closed Won • Feb 25****K $Closed
***** ***Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
Fidelity InvestmentsPlanning ConsultantSep 22 - PresentRegions BankFinancial Relationship ConsultantApr 18- Feb 19Thrifty White PharmacyAP Credit CoordinatorAug 16- Oct 17
Charlotte Anne MylerPartnerships Engagement ManagerView Profile, Charlotte Anne MylerJames LeeStrategy And Operations ManagerView Profile, James LeeAndrew Jerome CramerDirector Strategic AccountsView Profile, Andrew Jerome Cramer