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
DatabricksSr. Account Executive - Financial ServicesMar 22 - PresentImmutaCorporate Account ExecutiveJul 20- Mar 22Beam BenefitsMarket Development ExecutiveMay 19- Jul 20
Steven ZakSenior Financial AnalystView Profile, steven zakSean ClarkSenior Financial PlannerView Profile, sean clarkArchie Kantzavelos CfpSenior Wealth PlannerView Profile, archie kantzavelos cfp®