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
Zocks Ai For AdvisorsAccount ExecutiveMar 25 - PresentWealth AccessEnterprise Account ExecutiveMar 24- Feb 25PromevoClient Success ManagerOct 22- Nov 23
Garet McgeeSales Development ManagerView Profile, Garet McgeeNathan HaskellMid Enterprise Account ExecutiveView Profile, Nathan HaskellWill PoffAdvising Sales Development RepresentativeView Profile, Will Poff