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
OutlierIA TrainerMay 24 - PresentTiphausCustomer Support CoordinatorApr 24- Jan 25UpwardsProvider Success CoordinatorJun 22- Mar 24
Sam GlavinSubject Matter ExpertView Profile, sam glavinAndrew OsvaldWealth Management ConsultantView Profile, andrew osvaldDarcy HCommissioning EditorView Profile, darcy h.