Account Type**** ****Account Owner******* ***Account Opps/Deals****** ********Closed Won • Nov 24**K $Closed
******* ******Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
GeorgianExecutive Business PartnerDec 19 - PresentInvestment Planning CounselExecutive Assistant/Client Care ManagerJan 12- Feb 17
Amit AssarafSomething NewView Profile, amit assarafCarson FarisChief Executive OfficerView Profile, carson farisDerek KnorrChief Executive OfficerView Profile, derek knorr