Account Type******* ****Account Owner******** *******Account Opps/Deals****** ***Closed Won • Oct 24***K $Closed
*** ********Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
AssetmarkTransfer AnalystFeb 21 - PresentSagespring Wealth PartnersFinancial ProfessionalDec 19- Dec 20OrionFinancial Data AnalystSep 18- Dec 19
Betty FlitcroftTechnical SpecialistView Profile, betty flitcroftCaelan GanderSr Solutions AnalystView Profile, caelan ganderSungsin Lee대리View Profile, sungsin lee