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
Symmetry Financial GroupInsurance Broker & Financial ProfessionalJan 23 - PresentConsolidated Planning IncFinancial ProfessionalMay 24- Jan 25Amarok SecurityNational Account ManagerMar 20- Jan 23
Devaraj BAnalyst Order To CashView Profile, Devaraj BMichael KaufmanFinance Operations ConsultantView Profile, Michael KaufmanNatalie GruningerDirector Of Financial PlanningView Profile, Natalie Gruninger