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
Baystate FinancialFinancial PlannerSep 23 - PresentNetsuiteAccount ExecutiveAug 19- Jan 22Baystate FinancialInternJun 18- Aug 18
Zak MillerContracted Financial AnalystView Profile, Zak MillerDavid PacakInvestment InternView Profile, David PacakMarlenne TrejoPatient Financial Service RepresentativeView Profile, Marlenne Trejo