Account Type*** ***Account Owner****** *****Account Opps/Deals***** ********Closed Won • Nov 24****K $Closed
*** ***Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
The Pinnacle GroupDirector of Retirement SolutionsDec 19 - PresentWillingdon Wealth Management Has Merged W Exencial Wealth Advisors June 2020Business Developement OfficerJun 18- Feb 19Fisher InvestmentsRegional Vice PresidentFeb 14- Jan 16
Marcus CliffordDirector Of Enterprise Sales ITView Profile, marcus cliffordJulianne InglisDirector Of Account ManagementView Profile, julianne inglisKarl MoritzSales ManagerView Profile, karl moritz