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
Edelman Financial EnginesWorkplace PlannerAug 22 - PresentFisher InvestmentsInvestment CounselorNov 21- Feb 22Wintrust Commercial FinanceAVP - Direct OriginationsOct 19- Jul 21
Mark Mazza 📈 👨💻Operations ManagerView Profile, Mark Mazza 📈 👨💻Richard KwokRevenue Operations ConsultantView Profile, Richard KwokSakinna GaireySenior Revenue Operations Manager Global Revenue TeamView Profile, Sakinna Gairey