Account Type****** ******Account Owner*** *******Account Opps/Deals***** *****Closed Won • Jan 25**K $Closed
*** ***Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
Edward JonesFinancial AdvisorJan 23 - PresentUsaaMedia and Social Marketing ManagerOct 21- Dec 22BealiveSocial Media ManagerNov 18- Dec 19
Sandy NohejlFinance Solutions SpecialistView Profile, Sandy NohejlMichael KramerGroup CFOView Profile, Michael KramerRohit MaityInvestment Financial Statements Reporting Holding CompaniesView Profile, Rohit Maity