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
Upperedge LlcSales Operations SpecialistJan 25 - PresentWellington ManagementExecutive AssistantMay 22- Jan 25Focus Partners WealthClient Service AssociateDec 21- May 22
Jennifer MakMid Market Account ExecutiveView Profile, Jennifer MakRolf KraussBusiness Development ManagerView Profile, Rolf KraussAlyana Ruby MarcoAdvisory Specialist Capital Markets IntelligenceView Profile, Alyana Ruby Marco