Account Type******** ******Account Owner**** ******Account Opps/Deals***** ******Closed Won • Aug 24**K $Closed
******** ***Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
Creative PlanningSr. Account ExecutiveJan 22 - PresentLocktonSVP - Account ExecutiveAug 19 - PresentGallagherSR. Client Relationship ConsultantApr 12- Aug 19
Justin MillerDirector Revenue OperationsView Profile, justin millerSara Burke AllenSenior Marketing Manager Team LeadView Profile, sara burke-allenSusan PietruchaChief Human Resources OfficerView Profile, susan pietrucha