Account Type******** ****Account Owner*** *******Account Opps/Deals*** *****Closed Won • Jul 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
Miranda GarciaAccount ManagerView Profile, miranda garciaGal SapirAccount ExecutiveView Profile, gal sapirJack LiewElite Life PlannerView Profile, jack liew