Account Type******** *****Account Owner****** *****Account Opps/Deals*** *******Closed Won • Dec 24****K $Closed
**** ******Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Creative PlanningSalesforce Solutions ManagerApr 21 - PresentRx Savings SolutionsSalesforce AdministratorJan 17- Mar 21City Wide Facility SolutionsProject Management SpecialistMay 14- Dec 16
Joanna GInstitutional TraderView Profile, joanna g.Sarah CoxAccount ExecutiveView Profile, sarah coxMckenzie CroweBusiness Development RepresentativeView Profile, mckenzie crowe