Account Type******** ***Account Owner******* ****Account Opps/Deals***** ******Closed Won • Nov 24***K $Closed
**** ***Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
Acord Fong Wealth StrategiesPlanner AssistantJun 24 - PresentWells FargoMortgage Loan ProcessorAug 17- Dec 23Rimini StreetFacilities CoordinatorApr 16- Aug 17
Betsy CraigTranscriptionistView Profile, betsy craigMickey TerlouwDigital Literacy TrainerView Profile, mickey terlouwMaureen TraynorAdvisorView Profile, maureen traynor