Account Type****** *****Account Owner***** ********Account Opps/Deals******** ********Closed Won • Dec 24***K $Closed
**** ******Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Emoney AdvisorDirector of Financial Planning: Leveraging Technology to Enhance the Advisor / Client RelationshipJan 07 - Present
Sarah LinnettAssociateView Profile, sarah linnettEric DeboveDirecteur Administratif Et FinancierView Profile, eric deboveOwen WoodardActuarial AnalystView Profile, owen woodard