Account Type*** ******Account Owner****** ***Account Opps/Deals***** *****Closed Won • Aug 24****K $Closed
******** *****Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
NextpatientAccountantApr 19 - PresentPrivate Family OfficeFinance ManagerJan 18- Jan 22Wetherby Asset ManagementSenior Investment AssociateAug 13- May 18
Emily TInvestment ProfessionalView Profile, emily t.Stewart Macdonald ChfcFinancial AdvisorView Profile, stewart macdonald chfcKelly DiamondQuick Books Money Associate Account ManagerView Profile, kelly diamond