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
Sgl FinancialLead Financial PlannerMar 24 - PresentBettermentSenior Financial PlannerNov 20- Mar 24TiaaWealth Management AdvisorJul 15- Nov 20
Cory GottoSenior Banking OfficerView Profile, Cory GottoWillie FuchsSenior Payments SpecialistView Profile, Willie FuchsRimma FilipovSr Accounts Receivable ManagerView Profile, Rimma Filipov