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
Vestia Personal Wealth AdvisorsFinancial AdvisorMay 21 - PresentPurviewAccount ManagerDec 19- Jun 20Chartwells Higher Education Dining ServicesMarketing InternAug 18- Dec 18
Sam DuffortVP Of FinanceView Profile, Sam DuffortMichael PetersAVP Senior Community Business Banking UnderwriterView Profile, Michael PetersAshley MckayDirector FP AView Profile, Ashley Mckay