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
Edward JonesMarketing StrategistJun 23 - PresentCapital OneManager Process ManagementFeb 22- May 23Mercer Advisors Formerly Lake Point Advisory GroupOperations ManagerAug 20- Jul 21
Lara HammChief Communications Officer CCOView Profile, lara hammHeidi ElliottDirector Of Marketing CommunicationsView Profile, heidi elliottMaya KolskyProduct Marketing ManagerView Profile, maya kolsky