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
Asset StrategyPrivate Wealth ManagementJan 25 - PresentCitizens Financial Group IncFinancial Planning & Wealth ManagementJan 23- Jan 25Black KiteEnterprise SaaS Sales, Cybersecurity StartupJan 21- Jan 23
Leanne HealyAccounting ManagerView Profile, Leanne HealyRodrigo BrumanaCFO Poshmark Nasdaq POSHView Profile, Rodrigo BrumanaSandra FernandesFinancial Advisor AssociateView Profile, Sandra Fernandes