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
Gfi Global Financial ImpactNational Vice President & Co-Founder Jan 24 - PresentTransamerica Financial Advisors IncInvestment Advisor RepresentativeJul 12- Jan 24GartnerDirector of Business DevelopmentJan 10- Oct 12
Dave ScudderVice President Co OwnerView Profile, Dave ScudderRichard LeedsExecutive ChairmanView Profile, Richard LeedsJackie KlitchmanSenior Partner VP PMOView Profile, Jackie Klitchman