Account Type**** *******Account Owner******* ****Account Opps/Deals**** ***Closed Won • Dec 24***K $Closed
**** ******Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
Pierson Wealth ManagementClient Relationship ManagerFeb 22 - PresentLaura Pearce LtdManagerSep 18- Jan 22Ansley Real Estate Christies InternationalRealtorJun 16- Jun 19
Jen BernhardtSenior Manager Customer Excellence ProductivityView Profile, jen bernhardtJamie MunjackSenior Account Customer Success ManagerView Profile, jamie munjackAlysha ConnellyDirector Enterprise Client ServicesView Profile, alysha connelly