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
MarinerSenior Wealth Consultant, National Organic GrowthJun 23 - PresentZacks Investment ManagementVice PresidentJan 23- Jun 23Personal CapitalVice President - Financial AdvisorOct 20- Jan 23
Natalia Tunas CarezzatoDigital Supplier Account ManagerView Profile, natália tuñas carezzatoDoug EverettSales Development ManagerView Profile, doug everettKevin SmithSenior Account ManagerView Profile, kevin smith