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
Creativeone WealthPresidentAug 16 - PresentCreativeoneRisk Management StrategistMay 14 - PresentAvivaSales CoordinatorJan 12- Aug 13
Dina SteinfurthPresidentView Profile, Dina SteinfurthLori V BerkeFounder And PrincipalView Profile, Lori V BerkeJeff BeckPresident And CEOView Profile, Jeff Beck