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
Marshall Stevens IncorporatedDirectorJan 25 - PresentCreative Planning Business ServicesSenior Valuation SpecialistJul 23- Dec 24BroadridgeSenior AccountantSep 02- Nov 05
Rebecca GrubeDirector Of Industry MarketingView Profile, Rebecca GrubeJulie RundaDirector Of Services And Alliances MarketingView Profile, Julie RundaZsofia KoczethHead Of Marketing And SalesView Profile, Zsofia Koczeth