Account Type***** *****Account Owner***** *******Account Opps/Deals******* *******Closed Won • Oct 24***K $Closed
****** ***Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
AssetmarkPersonal goal pursuitApr 23 - PresentEdward JonesHead of TransformationMar 21- Mar 23AccentureSr Manager / Strategy ConsultantApr 20- Mar 21
Siena SharfReal Estate AssociateView Profile, siena sharfJonathan EscalanteTranscriptionistView Profile, jonathan escalanteHaley FleuryTranscriptionistView Profile, haley fleury