Account Type******** ********Account Owner***** ****Account Opps/Deals****** ******Closed Won • Jan 25***K $Closed
**** *******Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
OctusAccount ManagerMay 23 - PresentAlphasightsManager, Capital Markets AccountsJun 17- Jan 22Wells Fargo AdvisorsWealth Management InternNov 16- Jan 17
Vince WongCustomer Retention RepresentativeView Profile, Vince WongCharles HolleyTeam LeadView Profile, Charles HolleyTal GoldmanOnboarding SpecialistView Profile, Tal Goldman