Account Type**** ***Account Owner*** ********Account Opps/Deals***** ********Closed Won • Jan 25**K $Closed
***** ****Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
CompoundSVP & Wealth AdvisorFeb 25 - PresentMark J Snyder Financial Services IncDirector Of Financial PlanningJan 19- Feb 25Altfest Personal Wealth ManagementAssociate Managing AdvisorSep 14- Jan 19
Linda Burke EspositoChief Financial OfficerView Profile, Linda Burke EspositoChristian KonigVP Financial TechnologyView Profile, Christian KonigJoshua PerlinCFO OmnicareView Profile, Joshua Perlin