Account Type**** ******Account Owner*** ***Account Opps/Deals****** *******Closed Won • Mar 25****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