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
Ppc LoanManaging Partner & Director of Investment Advisor ServicesMay 05 - PresentAxa Advisors LlcFinancial ConsultantJan 04- May 05
Carlos RuizExecutive Director CX And ToolsView Profile, carlos ruizMeghan MilkowskiSVP GM Print GroupView Profile, meghan milkowskiShannon SmithOwnerView Profile, shannon smith