Account Type***** ****Account Owner***** *****Account Opps/Deals**** *******Closed Won • Oct 24****K $Closed
******** ****Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
TiaaWealth Relationship ManagerApr 24 - PresentRaymond JamesFinancial AdvisorApr 23- Apr 24LendingtreeSales ManagerAug 20- Apr 23
Phoebe CastilloEnterprise Account ManagerView Profile, phoebe castilloAubrey AndrewsRegional Sales Manager AtlantaView Profile, aubrey andrewsDeborah FergusonSales ManagerView Profile, deborah ferguson