Account Type***** ****Account Owner******* ***Account Opps/Deals**** *******Closed Won • Aug 24***K $Closed
******** *******Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
ValentaTeam leader (Paraplanning)Jul 17 - PresentBefree Finance And Accounting Business Process OutsourcingParaplannerAug 15- Jul 17L T Mutual FundSenior customer support officerOct 13- Nov 14
Craig StroblAccount Executive Healthcare And Life SciencesView Profile, craig stroblArthur KariResearch AssociateView Profile, arthur kariBilly ZouEnterprise Cloud ArchitectView Profile, billy zou