Account Type**** *******Account Owner******** ****Account Opps/Deals**** ****Closed Won • Oct 24***K $Closed
**** ********Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
RocketlaneSenior BDRJan 25 - PresentVossi FinanceCommercial loan brokerJun 21 - PresentCoastBDROct 24- Jan 25
Kaitlyn PorterFinancial Business AdvisorView Profile, kaitlyn porterRike PasdaConsultant Fractional CFOView Profile, rike pasdaBen GrohmannVP And Actuary Life And Annuity ValuationView Profile, ben grohmann