Account Type****** ********Account Owner*** ******Account Opps/Deals***** ******Closed Won • Jul 24***K $Closed
******** ****Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
PwcTalent coachMar 21 - PresentDeloitteTax ConsultantAug 14- Mar 21Wma The Wealth Management AssociationBusiness AdministratorAug 13- Aug 14
Jon MagnusAdvisorView Profile, jon magnusEmily KirkpatrickIntegrations ConsultantView Profile, emily kirkpatrickVivek AsthanaConsulting Digital TransformationView Profile, vivek asthana