Account Type**** *******Account Owner****** ****Account Opps/Deals**** ***Closed Won • Jan 25***K $Closed
******* ******Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
CovertreeLicensed Insurance AgentJul 24 - PresentDeselectAccount ExecutiveMay 22- Mar 24EthosAccount ExecutiveMar 20- May 22
Erika RuizRegister Representative At Transamerica Financial Advisors IncView Profile, Erika RuizIshaan DhawanInvestment Banking AnalystView Profile, Ishaan DhawanBlanca MoraCredit AnalystView Profile, Blanca Mora