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
Parkside Advisors LlcFinancial Planning AssociateDec 23 - PresentEpattTutor CoordinatorSep 22- May 23Summit Financial Group LlcFinancial Services InternJun 22- Aug 22
Adam SasseControllerView Profile, adam sasseLisa ZumbrunVP Of FinanceView Profile, lisa zumbrunAlberto SessaChief Financial OfficerView Profile, alberto sessa