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
Adam SmithFinancial ControllerView Profile, Adam SmithDaniel J KleinCertified Financial PlannerView Profile, Daniel J KleinVictoria Alvarez RenduelesAssociate Private Equity M AView Profile, Victoria Alvarez Rendueles