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
Tolleson Wealth ManagementSpecialistApr 22 - PresentFisher InvestmentsClient Service AssociateMay 21- Apr 22Southern Methodist UniversityGraduateAug 16- May 20
Erik CleverlyDirector Of Business Development North America EMEAView Profile, erik cleverlyJames FrielingInside Sales SupervisorView Profile, james frielingEvan GartlandBusiness Development ManagerView Profile, evan gartland