Account Type**** ******Account Owner****** ******Account Opps/Deals**** ********Closed Won • Nov 24***K $Closed
**** ********Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Ascot LloydeCRM ManagerMar 24 - PresentNetwealthCRM Marketing ManagerDec 22- Mar 24BizsmartMarketing Automation ExecutiveJun 21- Dec 22
Kaisa LauronenProduct ManagerView Profile, kaisa lauronenLarry SchwenkRetirementView Profile, larry schwenkLauran RacheProduct AnalystView Profile, lauran raché