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
Total Wealth GroupPartnerOct 23 - PresentPolaris Wealth Advisory GroupDirectorApr 17- Apr 22J P MorganPrivate Client AdvisorApr 14- Apr 17
Sarah PichardoTech Venturing InnovationView Profile, Sarah PichardoWayne SchmidtDirector Of Quality Assurance SMB PrintView Profile, Wayne SchmidtUlisses NetoProducer DirectorView Profile, Ulisses Neto