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
PlanswellSenior Account ExecutiveMay 23 - PresentLeandataCommercial Account ExecutiveAug 21- May 23PlanswellSales ManagerJun 20- Aug 21
Shareen DeviTraining Relationship Manager Private WealthView Profile, shareen deviBrian E TrenthamSales LeaderView Profile, brian e trenthamLeila YusufResidential Sales SpecialistView Profile, leila yusuf