Account Type***** ****Account Owner******* *******Account Opps/Deals*** *******Closed Won • Aug 24****K $Closed
**** *******Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
Buckingham Wealth PartnersClient Development & Cashiering Summer AssociateMay 23- Aug 24Buckingham Strategic WealthWealth Management InternMay 22- Aug 22
Rebecca GrondinITView Profile, rebecca grondinDavid DanielsMBA CandidateView Profile, david danielsDana CohenCustomer Success ManagerView Profile, dana cohen