Account Type****** *******Account Owner******** *******Account Opps/Deals**** ********Closed Won • Mar 25****K $Closed
*** *******Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
National Service FinancialCertified Financial PlannerJan 24 - PresentAmpGeneral Manager, Member EngagementMay 05- Jul 23CountBusiness Development ManagerJan 03- Apr 05