Account Type***** ****Account Owner******* ***Account Opps/Deals**** *******Closed Won • Dec 24**K $Closed
***** ***Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
OrionRelationship ManagerSep 18 - PresentWealth Access IncVice President of SalesOct 14- Aug 18Emoney AdvisorRegional Sales DirectorJan 10- Apr 14
Lisa CajeCRM ManagerView Profile, lisa cajéMikaela LamPartner Sales ManagerView Profile, mikaela lamConor ReaumeAccount ExecutiveView Profile, conor reaume