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
Visio LendingSr. Account ExecutiveJul 21 - PresentKestra FinancialAssistant Vice President, Business ConsultingFeb 16- Jul 18Nfp Advisor ServicesInvestment ConsultantJan 13- Feb 16
Luis MillanSenior Sales EngineerView Profile, Luis MillanSamantha MagderSales Lead Mid Market Cross SellView Profile, Samantha MagderJose Carlos De FelipeSAP RISE Senior Sales SpecialistView Profile, Jose Carlos De Felipe