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
Finity Group LlcFinancial AdvisorMay 20 - PresentAldrichWealth Management InternMay 19- Aug 19AmazonFulfillment AssociateMay 18- Aug 18
Nicholas TeoAssociateView Profile, nicholas teoBeverly BorregoBilling SpecialistView Profile, beverly borregoSam ShteynbergInvestment Banking AssociateView Profile, sam shteynberg