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
Marshall Financial GroupManaging Partner, Senior Financial AdvisorSep 05 - PresentMetlifeFinancial AdvisorMay 00- Oct 05
Adam GrahamSenior Credit OfficerView Profile, Adam GrahamJoanne WilliamsSenior Finance Payroll AdministratorView Profile, Joanne WilliamsSachin SachdevaSenior Manager Technical AccountingView Profile, Sachin Sachdeva