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
Creative PlanningSr. Account ExecutiveJan 22 - PresentLocktonSVP - Account ExecutiveAug 19 - PresentGallagherSR. Client Relationship ConsultantApr 12- Aug 19
Quentin PackardVice President Of SalesView Profile, quentin packardJim BroylesSenior Vice President Of SalesView Profile, jim broylesBrian HavertyVice President Of Global Sales MarketingView Profile, brian haverty