Account Type***** ***Account Owner***** ***Account Opps/Deals******** *****Closed Won • Oct 24****K $Closed
******* *****Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
Publicis SapientClient Finance ManagerApr 14 - PresentBmoFinancial Planner, Investment & Retirement PlanningOct 09- May 13
Yuda GoodmanHead Of Portfolio Risk And Quantitative AnalysisView Profile, yuda goodmanJoanne De SantiagoControllerView Profile, joanne de santiagoTom SlossFamily Office Finance Accounting And Investment Analysis ManagementView Profile, tom sloss