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
William BlairMarketing Associate - Private Wealth ManagementFeb 21 - PresentStrategic Wealth Partners SwpMarketing and Communications CoordinatorNov 18- Nov 20Wintrust Wealth ManagementMarketing AssistantMar 06- Nov 18
Melissa LangContent Writer EditorView Profile, Melissa LangMark WaltersPrincipal Technical Marketing Manager US And CanadaView Profile, Mark WaltersScott SoineSr Developer Product Marketing Manager Partner Integrations Support Plans Team ManagerView Profile, Scott Soine