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
Creative PlanningSr. Account ExecutiveJan 22 - PresentLocktonSVP - Account ExecutiveAug 19 - PresentGallagherSR. Client Relationship ConsultantApr 12- Aug 19
John McavoyVice President Americas Field SalesView Profile, John McavoyMadison BurnellExecutive Assistant To The Vice President Fusion SalesView Profile, Madison BurnellMarc LonsonVice President Of Business DevelopmentView Profile, Marc Lonson