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
Blue TrustFinancial Planning AssociateApr 22 - PresentVanguardEvent and Project Administrator, Senior AssociateSep 19- Apr 22AscensionAssociate ProducerMar 17- Aug 19
Chelsey RaissenControllerView Profile, chelsey raissenLuke JohnsonManaging PartnerView Profile, luke johnsonRachel WilliamsFinance ManagerView Profile, rachel williams