Account Type*** ***Account Owner****** ******Account Opps/Deals**** ********Closed Won • Mar 25**K $Closed
***** *****Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
KiteworksRegional Sales RepresentativeJan 21 - PresentCoastal WealthFinancial Services RepresentativeJan 19- Dec 20