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
Equals MoneyAccount ManagerApr 24 - PresentLawsons WealthSenior Financial SpecialistJun 22- Mar 24PrivalgoBusiness Development ManagerSep 19- May 22
Andrew McbrideCSSRView Profile, Andrew McbrideKristen SmithClient Success ManagerView Profile, Kristen SmithGabriel TeeCustomer Affairs ManagerView Profile, Gabriel Tee