Account Type*** *******Account Owner*** ******Account Opps/Deals******** *******Closed Won • Feb 25****K $Closed
*** ******Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
Optimize Wealth ManagementAdvisor AssociateJan 25 - PresentTouchbistroStrategic Partnerships Account ManagerJun 24- Nov 24Hybrid Financial LtdAccount ManagerSep 21- Apr 24
Samrat MehtaAssociate Sales OperationsView Profile, Samrat MehtaJake AtwoodBoard MemberView Profile, Jake AtwoodJosue CantoranSr Sales Development RepresentativeView Profile, Josue Cantoran