Account Type******** *******Account Owner***** *******Account Opps/Deals****** *****Closed Won • Feb 25**K $Closed
****** ******Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
Arete WealthFinancial Planning ManagerJul 24 - PresentMicrosoftSr. Account Executive, SMC, SMBMay 22- Sep 23Intergen Data IncSr. Account ExecutiveJan 21- May 22
Phyllis PlantePayroll ManagerView Profile, Phyllis PlanteKevin BaxpehlerAngel InvestorView Profile, Kevin BaxpehlerRyan HowardFinancial ControllerView Profile, Ryan Howard