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
PersimmonySenior Account ExecutiveJan 21 - PresentManaged Wealth FinancialSenior AssociateDec 05- Mar 24
Mario SanchezAccount ExecutiveView Profile, Mario SanchezSofie HarperRegional Sales ManagerView Profile, Sofie HarperJames PembertonCorporate Sales DevelopmentView Profile, James Pemberton