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
AheadFinancial Operations AnalystFeb 24 - PresentCdi LlcFinancial Operations AnalystJul 23- Feb 24SalesforceOrder Management Senior Specialist Mar 22- Jul 23
Josh TillmanFinancial Advisor InternView Profile, Josh TillmanRandy SauntmanAssistant Audit Manager AVPView Profile, Randy SauntmanIverson Traylor IiiTransamerica Financial Advisor RepresentativeView Profile, Iverson Traylor Iii