Account Type*** *****Account Owner****** ****Account Opps/Deals****** *******Closed Won • Jul 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
Rosette BlueAV CoordinatorView Profile, rosette blueDhriteeka DManaged Services InternView Profile, dhriteeka d.Greg IrwinCommunications OfficerView Profile, greg irwin