Account Type****** *******Account Owner**** ******Account Opps/Deals***** *****Closed Won • Mar 25***K $Closed
******* ***Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
DecisionsFinancial Planning and Analysis ManagerFeb 22 - PresentEvalueserveSenior Business AnalystOct 18- Feb 22Verity Knowledge Solutions Pvt LtdLead AssociateFeb 16- Sep 18
Geri KatzChief Financial OfficerView Profile, Geri KatzMyles AsanteFinancial Solutions AdvisorView Profile, Myles AsanteMichael KapnickStrategic Account Executive Financial ServicesView Profile, Michael Kapnick