Account Type**** *******Account Owner****** ****Account Opps/Deals****** *******Closed Won • Jan 25***K $Closed
******** ******Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
Financial Planning Association FpaProgram Manager, Strategic PartnershipsApr 24 - PresentTechnical Resource GroupDirector of Marketing & EventsOct 22- Mar 24Leadingage SoutheastDirector of Education and EventsOct 20- Aug 22
Meghan KristExecutive Assistant To The CEOView Profile, Meghan KristBrent SperrySabbaticalView Profile, Brent SperryLindsey WoodBusiness StrategistView Profile, Lindsey Wood