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
Knights Of ColumbusRegional Agency Executive ConsultantNov 22 - PresentKnights Of Columbus Asset AdvisorsInvestment Advisor RepresentativeMay 21 - Present
Rafael Marcus OchoaSenior Sales Analytics DirectorView Profile, Rafael Marcus OchoaJason BlattDirector Of Sales ExecutionView Profile, Jason BlattKelly ClarkGlobal Enterprise Account DirectorView Profile, Kelly Clark