Account Type*** *****Account Owner***** ******Account Opps/Deals***** *******Closed Won • Aug 24**K $Closed
***** ***Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
Brooks MacdonaldPrivate Client Wealth Management - Business Development ManagerAug 22 - PresentSkybound Wealth ManagementPrivate Client ManagerApr 19- Jul 22Venn GroupConsultantSep 17- Mar 19
Adam MitchellSignature Success Account Executive CMTView Profile, adam mitchellKarin TinajeroAccount Executive Nordics BeneluxView Profile, karin tinajeroCarla Cardenas RiosNew Business ManagerView Profile, carla cárdenas ríos