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
InsightData Analyst Lead, Operations Nov 11 - PresentIg Wealth ManagementFinancial Security AdviserMay 07- Oct 08
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