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
IntuitInbound Quickbooks ConsultantOct 21 - PresentAflac Group InsuranceBenefits ConsultantNov 20 - PresentBayview Asset Management LlcSpecialized Call RepresentativeNov 16- Nov 20
Toral PatelFinance ManagerView Profile, Toral PatelArtem EreminLead Data Analyst FinanceView Profile, Artem EreminJon MetzgarInvestment AssociateView Profile, Jon Metzgar