Account Type***** ******Account Owner******* ********Account Opps/Deals******* ***Closed Won • Feb 25**K $Closed
****** *******Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
PercentAnalystApr 24 - PresentCorsight AiFP&A AnalystMar 22 - PresentDelta Asset ManagementClient Portfolio Manager AssistantJul 21- Feb 22
Heather MckinneyLicensed Insurance AgentView Profile, Heather MckinneyMichael LiInvestment Banking AssociateView Profile, Michael LiDan KendallCrop Insurance OfficerView Profile, Dan Kendall