Account Type*** ***Account Owner******* ***Account Opps/Deals***** *******Closed Won • Oct 24**K $Closed
***** ******Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
D A Davidson CompaniesAssociate Vice President, Practice Management ConsultantOct 23 - PresentWells Fargo AdvisorsVice President, Lead Business Growth Strategy ConsultantMay 09- Jul 23John HancockSpecial Markets AdvisorMay 04- Apr 09
Lisa BettencourtRetiredView Profile, lisa bettencourtSophie StaplesPartnerView Profile, sophie staplesMatt SchonemanPresidentView Profile, matt schoneman