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
TripletreeExecutive AssistantJan 19 - PresentUbsRisk Management AssociateJan 16- Jan 19Barclays Wealth ManagementClient Service AnalystJan 12- Jan 16
Stephen KossPartnerView Profile, stephen kossAlexa ElliottOnline Learning ManagerView Profile, alexa elliottBrendan CookManaging DirectorView Profile, brendan cook