Account Type*** *******Account Owner******* ***Account Opps/Deals**** ********Closed Won • Mar 25**K $Closed
******** ********Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
AltrataHead of Commercial OperationsApr 21 - PresentWealth XSenior Director, Commercial and Business OperationsSep 19- Apr 21Expert InstituteDirector, Sales OperationsSep 18- Aug 19