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
Select FundingDirector of Sales and Revenue OperationsJan 16 - PresentRbc Wealth ManagementInvestment AdvisorJan 11- Jan 16Morgan StanleyFinancial AdvisorJan 08- Jan 10
Meghan LamountainDirector Global Revenue OperationsView Profile, Meghan LamountainConnor MccaffreySenior Director Revenue Strategy OperationsView Profile, Connor MccaffreyDrew BrunoDirector Revenue Training EnablementView Profile, Drew Bruno