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
Geneva Financial LlcBanking Operations ManagerJun 13- Oct 15Wealthbridge MortgagePresidentJan 95- Dec 11
Anna GolubCreative Solutions Projects LeadView Profile, Anna GolubSimon LevyProject ManagerView Profile, Simon LevyAmy Yateman SmithPartnerView Profile, Amy Yateman Smith