Account Type****** ****Account Owner*** *****Account Opps/Deals*** ********Closed Won • Dec 24**K $Closed
*** ***Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
Sagespring Wealth PartnersClient Services AssociateSep 22 - PresentBok FinancialRelationship BankerNov 20- Sep 22U S BankFraud SpecialistApr 17- Nov 20
Karen PerryIndependent Consultant Specialising In Case ReviewsView Profile, karen perryMarco RodriguezClient Care SpecialistView Profile, marco rodriguezRiley PackerSupport Representative IIView Profile, riley packer