Account Type****** *****Account Owner****** ******Account Opps/Deals***** *******Closed Won • Oct 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
Sam WoodhamsCommercial Account ExecutiveView Profile, sam woodhamsTiffany AugsburgEnterprise Account ExecutiveView Profile, tiffany augsburgLuis SuarezLicensed Real Estate SalespersonView Profile, luis suárez