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
FenergoClient Solutions ConsultantMay 22 - PresentSg AllianceInvestment SpecialistAug 21- May 22Advisors Alliance GroupStudent Financial Advisor May 19- Jul 19
Tim BurnettVice President Client ManagementView Profile, tim burnettNilsa RodriguezCustomer Success ManagerView Profile, nilsa rodriguezTyler MoenCustomer Experience ManagerView Profile, tyler moen