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
Edward JonesFinancial AdvisorAug 24 - PresentWellfit TechnologiesProduct ManagerSep 23- Apr 24ElevateProduct ManagerJan 16- Aug 23
Julie Advocaat BlumerHead Of Strategic FinanceView Profile, Julie Advocaat BlumerDea BallijImplementation Consultant Tax ComplianceView Profile, Dea BallijWhitney ChenIncoming 2025 Corporate Banking InternView Profile, Whitney Chen