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
Freedom AdvisorsSenior Premier Relationship MangerDec 16 - PresentAssetmarkRegional Relationship ManagerApr 13- Dec 16Union BankBank TellerOct 12- Apr 13
Howard TongMid Market Account Executive East BayView Profile, howard tongChristina NastaEVP Strategic Accounts Internal Sales Sales Operations Financial DistributorsView Profile, christina nastaAlexander BaronChief Revenue Officer CROView Profile, alexander baron