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
Equip SuperFinancial Planner and Relationship ManagerMar 17 - PresentStateplusCertified Financial PlannerNov 15- Mar 17Midwinter Financial ServicesParaplannerJun 11- Jan 12
Mariann UtrosaFinancial ControllerView Profile, Mariann UtrosaJoanna OlivaPresident CFOView Profile, Joanna OlivaRyan BachFinance Director AmericasView Profile, Ryan Bach