Account Type******** ******Account Owner******* *******Account Opps/Deals****** *****Closed Won • Dec 24**K $Closed
*** ******Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
CaptrustFinancial Advisor Relationship ManagerDec 19 - PresentLegend Financial Advisors IncAssistant Wealth ManagerJun 12- Nov 19
Matias Alcalde FantoniCFOView Profile, matias alcalde fantoniSylvain ColombetFP A AnalystView Profile, sylvain colombetAli MogharabiSenior Equity AnalystView Profile, ali mogharabi