Account Type****** ****Account Owner**** *****Account Opps/Deals*** ***Closed Won • Aug 24**K $Closed
******* ***Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
CoverFinancial PlannerAug 23- Jan 24Public Private WealthSDR Team LeadDec 21- May 23Shura RishonaSales And Marketing Representative B2BSep 19- Aug 20
Kristen KelbonAssociateView Profile, kristen kelbonDon DaumanFinancial AnalystView Profile, don daumanGeorge ChangSenior AnalystView Profile, george chang