Account Type*** ******Account Owner******* *****Account Opps/Deals******* ********Closed Won • Feb 25**K $Closed
**** *****Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
PlaidAccount Executive, Banking & WealthMay 22 - PresentClassAccount Executive, CorporateMar 21- May 22EverfiSenior Account Executive, Financial ServicesNov 15- Mar 21
Mickey MoonVice President ActuaryView Profile, Mickey MoonCathleen PExecutive Donor Advisor Planned GivingView Profile, Cathleen PAlice RocheFP A DirectorView Profile, Alice Roche