Account Type******** ********Account Owner****** ********Account Opps/Deals******* ********Closed Won • Oct 24***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
Simon FlorinGrowth Sales OPS ManagerView Profile, simon florinStewert HerediaDirector Sales OperationsView Profile, stewert herediaAndrew LoganRegional Business ManagerView Profile, andrew logan