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
Fisher InvestmentsInvestment ConsultantDec 23- Feb 25Raymond JamesSenior Retirement Plan Service AssociateJun 19- Dec 23TransamericaIntermediate Customer Care RepresentativeApr 17- Jun 19
Amir HabibR D Strategy Growth ConsultantView Profile, Amir HabibBastien MarduelDirector GTM Strategy OperationsView Profile, Bastien MarduelJohn ParikhStrategic Partnerships Development ManagerView Profile, John Parikh