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
The Financial Planning Institute SaEvent CoordinatorJul 24 - PresentPrivate SectorOffice Administrator - contractorOct 23- Jul 24Capital LegacyOffice Administration and Compliance Jun 23- Oct 23
Kearby ChenPractice Administrator Zoe Primary CareView Profile, kearby chenBen PottsField Service SpecialistView Profile, ben pottsStacy Serino RnCatastrophic Trauma Nurse Case ManagerView Profile, stacy serino rn