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
Snowfly Performance IncSales ProfessionalAug 19 - PresentWorld Investment Advisors Formerly PensionmarkWealth Manager / Managing DirectorJan 15- May 19Lpl FinancialSr. Vice President - InvestmentsSep 11- Dec 15
Noah MarksAccount ExecutiveView Profile, noah marksMaurice LiedtkeSales ConsultantView Profile, maurice liedtkeSamantha ShadwellSenior Account ManagerView Profile, samantha shadwell