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
Passive Investing MasteryFounderJan 23 - PresentInvest On Main StreetFounder & CEO, Passive Investing Mastery & Invest On Main StreetJun 13 - PresentAtc AutomationDirector, Business Development & Applications Engineering - Strategic Automation ProgramsMar 13- Apr 17
Benjamin PatrzalekFinancial AdvisorView Profile, Benjamin PatrzalekMaria CostelloPurchase UnderwriterView Profile, Maria CostelloJulie BurbarRevenue AccountantView Profile, Julie Burbar