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
One CoworkingSales ManagerJun 22 - PresentThe Pitch ClubTechnical Sourcer Aug 20- Feb 22SantanderCompliance & AMLFeb 21- Jul 21
Richard PattersonDirector SalesView Profile, Richard PattersonMegan TruaxPWM Advisor PartnerView Profile, Megan TruaxRob StolzDirector Global Account Sales OperationsView Profile, Rob Stolz