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
Ocean Park Asset ManagementAssociateApr 24 - PresentEmpowerSr. Retirement ConsultantJul 22- Apr 24Wells FargoRelationship BankerJan 22- May 22
Sara FeethamDeal Desk AnalystView Profile, sara feethamHeidi DickSenior AccountantView Profile, heidi dickCameron LembergGrowth Equity AnalystView Profile, cameron lemberg