Account Type****** ****Account Owner****** ***Account Opps/Deals****** ***Closed Won • Nov 24**K $Closed
***** *****Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
CFA Society PhiladelphiaExecutive DirectorJan 11 - PresentWells FargoVice President, RetentionJan 97- Jan 98JpmorganchaseDirector, Affinity Business DevelopmentJan 95- Jan 97
Ian GarciaChief Operating OfficerView Profile, ian garciaJason GordonFounder CEOView Profile, jason gordonJennifer KelleyCompany OwnerView Profile, jennifer kelley