Account Type******* *****Account Owner**** *******Account Opps/Deals******** *******Closed Won • Jan 25**K $Closed
****** *****Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
SummusChief Revenue OfficerMay 20 - PresentColibri GroupVP SalesJun 17- May 20PaychexRegional Sales ManagerMay 09- May 17
Kathy EllisManager Inside Sales EventsView Profile, Kathy EllisPamela Hensley PorterHead Of Sales MarketingView Profile, Pamela Hensley PorterReid GrahamChannel Sales Manager At Creative Planning Business Services Wealth ManagementView Profile, Reid Graham