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
SpireExecutive Assistant to the Chief Financial OfficerOct 21- Mar 24CloudpassageExecutive Assistant to Chief Executive OfficerNov 17- May 21Novogradac Company LlpAdministrative Assistant • Reporting • Leading Corporate Relocation Jul 15- Jan 17
Jonathan RickettsParaplannerView Profile, jonathan rickettsDrew TownsendPrivate Equity LeadView Profile, drew townsendTy HallSenior Wealth ConsultantView Profile, ty hall