Account Type**** *****Account Owner******* *******Account Opps/Deals**** *****Closed Won • Feb 25***K $Closed
******* ***Worked in execs roles at *** together from 2021-2024*** ********Worked in the same department at *** together from 2021-2024
Trusted Clients✔️ Accounting Practice Growth ✔️ Marketing Solution ✔️ Attract High Value Advisory Clients Nov 17 - PresentAgs Financial GroupFinancial PlannerJan 13- Jan 14Westpac GroupFinancial AdvisorFeb 11- Feb 12
Lori MartinField Marketing ManagerView Profile, Lori MartinAmelia WaltersMultimedia ManagerView Profile, Amelia WaltersRebecca LambrechtContent Experience ManagerinView Profile, Rebecca Lambrecht