Account Type***** *****Account Owner***** ******Account Opps/Deals***** ********Closed Won • Feb 25**K $Closed
******* ****Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
QualtricsPrincipal, Value Realization, XM InstituteOct 14 - PresentHsbcEquity Research InternJun 14- Aug 14Beneficial Financial GroupFixed Income Research AnalystMay 13- Apr 14
Daniel VillanuevaSr Project Analyst CorporateView Profile, Daniel VillanuevaCara FergusonSenior Financial AdviserView Profile, Cara FergusonCory BennettManager Tax Innovation TechnologyView Profile, Cory Bennett