Account Type*** *****Account Owner****** *****Account Opps/Deals**** *******Closed Won • Oct 24**K $Closed
***** ********Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
Cge PartnersInvestment ManagerJan 21 - PresentLivingbridgeInvestment ManagerJan 19- Dec 20PwcDeals ManagerJul 13- Dec 18
Kelsey JensonFinance DirectorView Profile, kelsey jensonBrian JacobsonSenior Accounting ManagerView Profile, brian jacobsonLucas BarnardPrivate Wealth ManagementView Profile, lucas barnard