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
Affinity 24Vice President of Business DevelopmentNov 23 - PresentSuccession Resource GroupBusiness Development SpecialistApr 23- Sep 23Lincoln FinancialPractice Acquisition and Recruiting DirectorApr 20- Apr 23
Lisa CitronVP Global Partner EcosystemView Profile, Lisa CitronJamie NatelsonSenior Vice President Client Strategy THD DivisionView Profile, Jamie NatelsonAlan BeswickDivisional Vice PresidentView Profile, Alan Beswick