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
Studio FontanaCFOJan 24 - PresentVocallsCFO/COOMay 22- Oct 23Ppf BankaAnalyst (Financial Institutions)Mar 21- May 22
David Haslam CfpSenior Portfolio ManagerView Profile, David Haslam CfpRyan ZuckerSenior AccountantView Profile, Ryan ZuckerElijah KInvestment AnalystView Profile, Elijah K