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
VestwellInternal WholesalerOct 24 - PresentQuadientAccount ExecutiveDec 22- May 24Crum Real EstateReal Estate SalespersonMar 21- Mar 23
Nicole GilbertSenior Sourcing ManagerView Profile, nicole gilbertColbert Cci SouthwestField SupervisorView Profile, colbert (cci-southwest)Rob HarrisRamp Service LeadView Profile, rob harris