Account Type**** ***Account Owner******** ********Account Opps/Deals******** *******Closed Won • Jan 25****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
James SothcottCustomer Success ManagerView Profile, James SothcottAdyn ManleyTeam LeadView Profile, Adyn ManleyMaxane KeoghClient Services Account ExecutiveView Profile, Maxane Keogh