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
Practice Plus GroupBusiness ManagerMay 19 - PresentReconomy ConnectNational Account ManagerJan 16- Apr 19
Jorge AlbarranAssociateView Profile, Jorge AlbarranWill Carrick SmithIndependent Financial AdvisorView Profile, Will Carrick SmithMichael DemarcoCOO CFOView Profile, Michael Demarco