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
Pierson Wealth ManagementClient Relationship ManagerFeb 22 - PresentLaura Pearce LtdManagerSep 18- Jan 22Ansley Real Estate Christies InternationalRealtorJun 16- Jun 19
Harper TaylorClient Success AnalystView Profile, harper taylorJo MellorCommunity ManagerView Profile, jo mellorCara PiccioniCommunity ManagerView Profile, cara piccioni