Account Type*** ***Account Owner**** ****Account Opps/Deals***** ********Closed Won • Dec 24**K $Closed
****** ******Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
PaycomNorthwest Vice President of SalesJan 15 - PresentBernstein Private Wealth ManagementPrivate Client AssociateMar 14- Jan 15Clearwater AnalyticsInvestment Reporting InternJun 12- Sep 12
Lidia VazquezSenior Executive Sales RepresentativeView Profile, lidia vazquezBrian GilmoreWealth Advisor Vice PresidentView Profile, brian gilmoreAndrew GrimmVice President Of SalesView Profile, andrew grimm