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
Dentist AdvisorsFinancial AdvisorMay 23- Oct 24SecfiFinancial AdvisorDec 22- May 23EllevestFinancial PlannerAug 21- Oct 22
Joe CollarAssociateView Profile, joe collarAlessia BoccediPricing AnalystView Profile, alessia boccediAlina AntoniukFinancial AnalystView Profile, alina antoniuk