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
FrostSenior Financial Advisor AssistantNov 24 - PresentVista Equity PartnersExecutive AssistantFeb 19- Aug 24Lombardi Family Concepts IncManager / BartenderSep 10- Feb 19
Vincent PanFinancial AdvisorView Profile, vincent panJade LongfootHead Of Sales LedgerView Profile, jade longfootCheryl MornanFinance ManagerView Profile, cheryl mornan