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
Altfest Personal Wealth ManagementDirector of Client ServicesFeb 20 - PresentBard CollegeResearch AssistantJun 14- Aug 14IES AbroadStudentAug 12- Aug 13
Jessica BrownSenior Customer Success ManagerView Profile, jessica brownJohn DavisClient Success ManagerView Profile, john davisDana BakerCustomer Success ManagerView Profile, dana baker