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
Financial Confidence IncSenior AdvisorMay 20 - PresentFinancial Literacy CounselFinancial Counselor Insurance and Employee BenefitsJul 15- Aug 19Morneau ShepellBusiness Development Lead, Senior ConsultantMar 10- Jul 11
Pedro RodriguezEmployee Meeting LiaisonView Profile, Pedro RodriguezRobert F MorrowPrincipalView Profile, Robert F MorrowRachel WaldropClosing Department SupervisorView Profile, Rachel Waldrop