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
SeqeraFinance Business PartnerSep 21 - PresentPlan Wealth ManagementCustomer Relationship ManagerMay 18- Jul 21BereadyInternSep 16- Dec 16
Teesha EricksonInsurance Services Solution ManagerView Profile, Teesha EricksonAriel KatzCFOView Profile, Ariel KatzMarcus JenkinsInvestment Advisor RepresentativeView Profile, Marcus Jenkins