Account Type******** ****Account Owner******* ***Account Opps/Deals*** *******Closed Won • Oct 24**K $Closed
****** ********Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
AlgerVice President, Regional DirectorJan 20 - PresentForte Capital GroupAccount ExecutiveJun 17- Dec 19Independence Blue CrossFinancial Planning AnalystSep 14- Mar 15
Jon AsherChief Technology OfficerView Profile, jon asherChristopher TolmanSenior Vice President Wealth ManagementView Profile, christopher tolmanSarah FernandezlopezSmall Business OwnerView Profile, sarah fernandezlopez