Account Type******** *******Account Owner*** ***Account Opps/Deals***** *****Closed Won • Nov 24***K $Closed
******* ***Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
Optimize Wealth ManagementInvestment Research AnalystJan 22 - PresentAvesdo Real Estate SoftwareData AnalystMay 21- Aug 21Summerhill GroupSummer InternApr 19- Jun 19
Bryan TolentinoRevenue AccountantView Profile, bryan tolentinoStephanie Hand Shrm CpDirector Of Finance And Human ResourcesView Profile, stephanie hand shrm-cpJoe MarsdenCRM Manager Aviva InvestorsView Profile, joe marsden