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
AdaptivaAnalyst, Sales and Marketing Finance OperationsSep 21 - PresentExlConsulting and Advisory InternJan 21- Aug 21Neo GroupAdvisory Analyst InternAug 20- Dec 20
Greg BirdRetirement Estate Planning SpecialistView Profile, greg bird,David DanielMortgage Loan OfficerView Profile, david danielPatrick ChristensenAccount Manager UK PayrollView Profile, patrick christensen