Account Type******* *****Account Owner***** *******Account Opps/Deals***** ***Closed Won • Dec 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
Mark Anderson ✔️Vice President Of Sales And Business DevelopmentView Profile, mark anderson ✔️Kevin BrolanExecutive Vice President Of SalesView Profile, kevin brolanMarcus TaylorVice President Strategic Client SalesView Profile, marcus taylor