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
WealthsimpleBusiness DevelopmentJul 24 - PresentProcedureflowAccount ExecutiveMar 21- Jan 23TdInsurance AgentDec 19- Mar 22
Holly KroisFreelance Executive ProducerView Profile, Holly KroisHezzi ZivBusiness Partnership ManagerView Profile, Hezzi ZivJeff SwensonManaging PartnerView Profile, Jeff Swenson