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
Sundance BayPrincipal FPAJan 23 - PresentThe Church Of Jesus Christ Of Latter Day SaintsVolunteer RepresentativeDec 07- Dec 09Platinum ProtectionSales RepresentativeApr 07- Sep 07
Amy TerrazasFund ControllerView Profile, amy terrazasNick PhilbeckFinancial Advisor Wealth StrategistView Profile, nick philbeckAnna BelentsovaFinance Business PartnerView Profile, anna belentsova