Account Type*** ******Account Owner***** ********Account Opps/Deals*** ***Closed Won • Nov 24***K $Closed
****** *******Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
Mark J Snyder Financial Services IncDirector Of Financial PlanningJan 19 - PresentAltfest Personal Wealth ManagementAssociate Managing AdvisorSep 14- Jan 19Mark J Snyder Financial Services IncPortfolio AnalystDec 09- Aug 14
Syed AliManager Financial CoordinationView Profile, syed aliLinda BuckCFOView Profile, linda buckMeenal GargHead Of TaxView Profile, meenal garg