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
PlaidEnterprise Account ManagerApr 22 - PresentE Trade From Morgan StanleyRelationship ManagerAug 20- Apr 22Equitable AdvisorsFinancial ConsultantJun 19- Jul 20
Kai HirtPresale ConsultantView Profile, Kai HirtReagan MccauleySolutions EngineerView Profile, Reagan MccauleyScott SmithAV Account ManagerView Profile, Scott Smith