Account Type****** ****Account Owner**** ********Account Opps/Deals******** ********Closed Won • Mar 25****K $Closed
**** ***Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
The Money Source IncPresidentJun 13 - PresentPacific Union Financial LlcOperations ManagerJan 11- Jun 13Bay Equity LlcRisk & Underwriting ManagerOct 08- Jan 11