Account Type**** ******Account Owner******** ****Account Opps/Deals******** ********Closed Won • Nov 24**K $Closed
******** *****Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
CapitaSenior Operations ManagerJul 19 - PresentBerry OakPractice ManagerFeb 19- May 19Wealth WizardsEA to Chief Commercial OfficerMar 16- Jan 19
Emma HortonSenior Project ManagerView Profile, emma hortonKrista LambertAR SupervisorView Profile, krista lambertJeff HardgraveCorporate Yacht CaptainView Profile, jeff hardgrave