Account Type*** ***Account Owner******* ***Account Opps/Deals*** *****Closed Won • Jan 25****K $Closed
*** ******Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
Truepoint Wealth CounselOperations ManagerFeb 22 - PresentFeg Investment AdvisorsSr. Performance & Risk AnalystJan 13- Jul 21Merrill LynchFinancial AdvisorApr 12- Dec 12
Katie KubalaSenior Operations ManagerView Profile, Katie KubalaThomas FullerSr Manager Mar Tech OperationsView Profile, Thomas FullerEvan KimmeyRevenue OperationsView Profile, Evan Kimmey