Account Type***** ****Account Owner***** *******Account Opps/Deals****** *****Closed Won • Dec 24****K $Closed
******** ****Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
ServicetitanSenior Deal Desk AnalystMay 20 - PresentSearcy Financial Services IncClient Service AssociateMay 19- Sep 20
Charlotte MillerSenior Billing SpecialistView Profile, charlotte millerJosh KirbySenior Money WriterView Profile, josh kirbyCari WinklerPrincipal Financial Services Interim PracticeView Profile, cari winkler