Account Type******** ****Account Owner****** *******Account Opps/Deals*** *******Closed Won • Mar 25****K $Closed
**** ******Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
SilvurPartner Success LeaderFeb 25 - PresentAmerican FidelityAccount ManagerMay 24- Jan 25Excite Wealth ManagementProgram ChampionDec 22- Mar 24