Account Type***** ******Account Owner****** ********Account Opps/Deals******** ****Closed Won • Jan 25***K $Closed
******* ******Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
BswiftCobra AnalystFeb 20 - PresentAetna A Cvs Health CompanyPlan Implementation ConsultantMay 04- Feb 20
Roni JacobiInvesment InternView Profile, Roni JacobiMarcus PlouzekWealth Planning AssociateView Profile, Marcus PlouzekDiana MachadoAssociate Advisor Financial PlannerView Profile, Diana Machado