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
Investcloud IncAccount ManagerOct 23 - PresentMoney Management InstituteFVP, Membership Services Manager (Relationship Manager)Oct 18- Nov 23OppenheimerfundsDivisional Consultant- SoutheastApr 14- Sep 18
Maria CariotiAccount Executive Mid Market IIView Profile, Maria CariotiShawn WelchSalesView Profile, Shawn WelchMichael GuzzettaFranchise OwnerView Profile, Michael Guzzetta