Account Type***** *****Account Owner*** ********Account Opps/Deals**** *******Closed Won • Nov 24****K $Closed
****** ********Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
ProudmouthCo-Founder and Chief Relationship OfficerJul 16 - PresentCarson CoachingSpeaker, True Wealth Coach and Practice Management ConsultantAug 07- Aug 11Carson WealthConsultant and CoachAug 07- Aug 11
Stephanie MaxwellExecutive DirectorView Profile, stephanie maxwellGraham FinneyFounder Partner And Chief Operating Officer Optimizing Use Of Performance Management SolutionsView Profile, graham finneyTricia EngelbertPresident CEOView Profile, tricia engelbert