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
AvisoMarketing SpecialistOct 21 - PresentOptimize Wealth ManagementFront Desk Receptionist/Portfolio Manager SupportNov 18- Oct 21MevotechReceptionist / Administrative Assistant Sep 16- Mar 18