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
BettermentSenior Director of OperationsDec 21 - PresentAigDirector Of OperationsJan 20- Dec 21Castle LanterraHead of Client Services and Chief of StaffOct 18- Mar 19
Felipe Pico ZuletaProcurement And Administration LeadView Profile, Felipe Pico ZuletaNathan LyonsUnderwriting Operations SpecialistView Profile, Nathan LyonsJames YeoAir Export ClerkView Profile, James Yeo