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
Dc Retirement StrategiesFinancial AdvisorJan 24 - PresentRaymond JamesFinancial AdvisorAug 18- Jan 24FnboFinancial AdvisorJun 17- Jan 24
Alex PuskasSenior Manager Of FinanceView Profile, Alex PuskasNancy Lewis AccaFinance ManagerView Profile, Nancy Lewis AccaSarah VassermanAccounting ManagerView Profile, Sarah Vasserman