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
Campo GrandeMarketing ManagerMay 23 - PresentWealthspire AdvisorsClient Service AssociateApr 15- Mar 20
Lucie KbidyMarketing ManagerView Profile, Lucie KbidySheila MonetteAssociate Director Marketing OperationsView Profile, Sheila MonetteDavid MullalyMarketing DirectorView Profile, David Mullaly