Account Type******* ********Account Owner****** *****Account Opps/Deals*** ******Closed Won • Mar 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