Account Type***** ***Account Owner***** *******Account Opps/Deals*** *******Closed Won • Nov 24***K $Closed
****** *****Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
Raymond JamesRegistered Client AssociateDec 24 - PresentStephensRegistered Client AssociateAug 22- Nov 24Tri DeltaVice President of Membership ExperienceDec 19- Mar 22
Siew Yan LaiDigital Sales SpecialistView Profile, siew yan laiJessica LutherSenior Partnerships Associate FaithView Profile, jessica lutherEliesee Eli GuardiolaRelationship ManagerView Profile, eliesee (eli) guardiola