Account Type*** *****Account Owner***** ******Account Opps/Deals*** ******Closed Won • Oct 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
Jennifer ColeSenior AccountantView Profile, jennifer coleO Connor DavidFinance OfficerView Profile, o connor davidBrad StimpsonFinancial Planning AssociateView Profile, brad stimpson