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
Emoney AdvisorSenior Financial Planning Product and Research ConsultantJun 17 - PresentCkw Financial GroupOperations AssistantJan 14- Aug 16Budget BlindsAdministrative Assistant & SalesJan 07- Jan 08
Kacie McdonaldSenior Product StrategistView Profile, Kacie McdonaldJerry L Falconer JrPrincipal Product DesignerView Profile, Jerry L Falconer JrBrenna CurranSenior Product ManagerView Profile, Brenna Curran