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
PavilionAssociateSep 24 - PresentFilum AiChief Marketing OfficerOct 22- Mar 24GuardrailsSenior CRMJul 22- Jun 23
Harry CheatleFP A LeadView Profile, Harry CheatleBrandon HeidSenior Financial Planning Practice Management ConsultantView Profile, Brandon HeidFrank LopezBilling SpecialistView Profile, Frank Lopez