Account Type**** ***Account Owner******** *******Account Opps/Deals*** ******Closed Won • Feb 25****K $Closed
******** ******Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
Valorem FinancialClient Services Associate/ParaplannerApr 24 - PresentCarson GroupPartnership Development AssociateJun 22- Apr 24
Shawn ClarkAV Technical Support SpecialistView Profile, Shawn ClarkEden ElimelechPartner Support SpecialistView Profile, Eden ElimelechTony FiorellaTechnical Support ManagerView Profile, Tony Fiorella