Account Type****** ****Account Owner*** ****Account Opps/Deals****** *****Closed Won • Feb 25***K $Closed
**** *****Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
WealthsimpleManager - External Account TransfersSep 18 - PresentSales Talent AgencyAccount ManagerJun 17- Sep 18
Graham GeisslerAccount DirectorView Profile, Graham GeisslerMilu JacobSr Sales MangerView Profile, Milu JacobCody PavlickSenior District Sales ManagerView Profile, Cody Pavlick