Account Type******** ********Account Owner****** ****Account Opps/Deals**** ***Closed Won • Nov 24**K $Closed
***** *******Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
ElucidatFinance CoordinatorJan 21- May 24Kreston ReevesAccounts AssistantSep 18- Dec 20Magma AviationAccounts AssistantSep 17- Sep 18
Nicholas KeatsFinancial PlannerView Profile, nicholas keatsJurat HarrisFinancial AnalystView Profile, jurat harrisChris BergtholdFinancial Advisor Relationship ManagerView Profile, chris bergthold