Account Type**** ****Account Owner**** ****Account Opps/Deals*** ********Closed Won • Mar 25**K $Closed
**** ********Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
QuilterConsultantJul 23 - PresentZotabooksCofounderDec 17 - PresentM G WealthConsultantJan 21- Jun 23
Eli GeschwindHead Of SolutionsView Profile, Eli GeschwindDock DavisClaims Manager P CView Profile, Dock DavisFasold JadaRegional Education SpecialistView Profile, Fasold Jada