Account Type**** ***Account Owner**** ********Account Opps/Deals*** ***Closed Won • Feb 25***K $Closed
****** ******Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
TableauFinancial Services Mid-Market Account ExecutiveOct 21 - PresentDocusignMarket Development - Financial ServicesJul 20- Oct 21Penn State Smeal College Of BusinessMelvin Jacobs Retail FellowAug 19- May 20
Jody RobieShareholder Board Of DirectorsView Profile, Jody RobieTerry NelsonIndependent Financial AdvisorView Profile, Terry NelsonErik NilssonFinance ManagerView Profile, Erik Nilsson