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
Delta Air LinesVice President, Financial Planning and Analysis Jun 10 - PresentAirtran AirwaysMBA Marketing InternMay 09- Sep 09AldataConsultantJan 06- Jul 08
David SmithCo Founder EVP Financial Advisor Private Wealth ET Fadvisor MagazinesView Profile, David SmithRebecca E LillyFamily Wealth Director Vice President Financial AdvisorView Profile, Rebecca E LillyBill BorkovitzPartner And Practice Leader Financial Services FintechView Profile, Bill Borkovitz