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
ArcledgeFinancial Operations ManagerJan 24 - PresentSupporting StrategiesFinancial Operations ManagerDec 22- Jan 24James Moore CoSenior AccountantFeb 21- Dec 22
Michael TurveySenior Manager Advisor Wealth Services Trading Strategy DeskView Profile, michael turveyGaurav SavaAssociate DirectorView Profile, gaurav savaDavid SchermbeckStrategic Finance ManagerView Profile, david schermbeck