Account Type*** ********Account Owner******* ********Account Opps/Deals*** ********Closed Won • Dec 24**K $Closed
******* *******Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
SensatFinancial ControllerJun 21 - PresentHiltonFinesse Finance GraduateSep 19- Jun 21First Class Learning LtdClassroom AssistantApr 13- Dec 16
Kelly BridgeFinancial DirectorView Profile, kelly bridgeJason ChaffeeRetirement Plan AdvisorView Profile, jason chaffeePatrick BevanAssociate Wealth AdvisorView Profile, patrick bevan