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
CoatsMember, Executive Committee, 2009 – 2023Jan 90- Jul 23Twine SolutionsMember Board of DirectorsJan 18- Jun 23
Brian ArcaraExecutive Director Advisor Solutions GroupView Profile, brian arcaraDaniel MartinFounderView Profile, daniel martinMelissa SmithPrincipal Executive CoachView Profile, melissa smith