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
HsbcAccount ManagerJun 23- Jan 24Northwestern MutualDirector of Operations/Associate Financial Representative to Barbara Bernstein, CFP®Nov 20- Apr 23Clayton HotelsSales and Marketing ExecutiveJul 18- Mar 20
Alexander StarrMid Market Account ExecutiveView Profile, Alexander StarrAngel BrodinGo To Market Engagement ManagerView Profile, Angel BrodinLindsey SteffesPrincipal Account ExecutiveView Profile, Lindsey Steffes