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
OnedigitalSenior Vice-President - Wealth & RetirementFeb 20 - PresentHoliday BowlCommittee MemberJan 06 - Present
Tyler TarrCFO FractionalView Profile, Tyler TarrSarah MoorenVice President Private InvestmentsView Profile, Sarah MoorenStuart ShookSenior DirectorView Profile, Stuart Shook