Account Type****** ****Account Owner***** ****Account Opps/Deals**** *******Closed Won • Aug 24**K $Closed
**** ********Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
11 ThestateGeneral ManagerJan 24 - PresentSummit Wealth SystemsDirector, Partnerships & Growth StrategyJan 22- Jun 24MorningstarAdvisory Board MemberJan 21- Dec 23
Richard CockrellInformation Systems ManagerView Profile, richard cockrellAnna WiremanProjektchefView Profile, anna wiremanGordon DDirector Of Information TechnologyView Profile, gordon d.