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
Capital GroupRegional Vice President, Relationship Manager - RIA|BTSep 18 - PresentAppirioSr. Salesforce Customer Engagement ManagerOct 16- Sep 18Oxford Financial Group LtdSenior Operations ManagerMar 12- Oct 16
Chris FosterVP New Business DevelopmentView Profile, Chris FosterDavid GoldsmithVP PartnershipsView Profile, David GoldsmithSean PetersVice President Of Business DevelopmentView Profile, Sean Peters