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
ThriventFinancial AdvisorAug 24 - PresentRaymond JamesRegional Technology Education ConsultantApr 17- Dec 23Charles SchwabRelationship Management Sales SupportJul 15- Apr 17
Dana BuellFinancial Technology Systems And Reporting Administrator AtView Profile, Dana BuellYassine BalafrejTransformation Officer EEMEAView Profile, Yassine BalafrejFrederick DuncanBilling SpecialistView Profile, Frederick Duncan