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
Mastery Training ServicesAccount ManagerJan 19 - PresentTransamerica Financial Advisors IncInvestment Advisor Representative Feb 12- Dec 18Levine CommunicationsExecutive Assistant to Chief Executive OfficerJul 10- Jan 12
Guy RosenBusiness Development And Customer Success ManagerView Profile, Guy RosenCherie TrevinoClient Relations Project ManagerView Profile, Cherie TrevinoLexie LeonAccount ManagerView Profile, Lexie Leon