Account Type*** ****Account Owner*** *******Account Opps/Deals***** *******Closed Won • Jan 25**K $Closed
*** ***Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
Cultivated Strategy Bookkeeping ConsultingClient PartnerAug 21 - PresentSupporting StrategiesAccountantApr 18- Jun 21UsoAccountantMar 16- May 17
Mickey KalavskyDirector Client Partnerships ReportingView Profile, Mickey KalavskyJason BurlieHead Of Retirement Plan SalesView Profile, Jason BurlieGustavo De OliveiraSales Engineer LATAMView Profile, Gustavo De Oliveira