Account Type**** ****Account Owner*** ********Account Opps/Deals*** ******Closed Won • Aug 24***K $Closed
**** ******Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
SvbSenior Financial AnalystAug 15 - PresentVanguardInvestment ConsultantAug 10 - PresentOxford Life Insurance CompanyMarket AnalystJan 10- Aug 10
Tina MarshallAccountingView Profile, tina marshallDavid ClawsonSenior Financial AdvisorView Profile, david clawsonJo HammerSenior Financial AnalystView Profile, jo hammer