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
Planmember Financial CorporationFinancial AdvisorJul 93 - PresentSanta Margarita Catholic High SchoolTeacher and CoachSep 90- Jun 93
Jeff TurkInvestorView Profile, Jeff TurkSimon ThorneRevenue AccountantView Profile, Simon ThorneErin ZambranoGlobal Financial ControllerView Profile, Erin Zambrano