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
IntellifloDirector of SalesAug 13 - PresentAxa WealthArea Business ManagerJan 10- May 13NabSenior Financial PlannerJul 99- Dec 09
Jeff MonsonSales DirectorView Profile, Jeff MonsonDaniel CardosoHead Of Sales BrazilView Profile, Daniel CardosoCailyn BroughamAssociate Director Of SalesView Profile, Cailyn Brougham