Account Type******** ********Account Owner****** ******Account Opps/Deals***** *****Closed Won • Mar 25****K $Closed
*** ***Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
LocktonAccount ManagerOct 22 - PresentBukaty CompaniesAccount ManagerOct 18- Oct 22Bmo U SPrivate Wealth AnalystSep 17- Oct 18
Michael VanzantEnterprise Customer Success ManagerView Profile, Michael VanzantTim BoomgaardenAccount ManagerView Profile, Tim BoomgaardenJonathan N GrauMHFA Client DevelopmentView Profile, Jonathan N Grau