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
PimcoSenior AssociateNov 21 - PresentFidelity InvestmentsSenior Compliance AdvisorAug 21- Nov 21Loring Wolcott Coolidge Trust LlcTax Compliance AssociateMar 20- Aug 21
Aaron ClapperAccount Executive II Mid MarketView Profile, Aaron ClapperAllison SketchleySales ExecutiveView Profile, Allison SketchleyAshley TeegardenBusiness Development ManagerView Profile, Ashley Teegarden