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