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
SecuFinancial Services Advisor SpecialistFeb 24 - PresentBalentineRelationship AssociateApr 23- Jan 24Credit SuisseClient Analyst 2Aug 20- Apr 23
Hannes LeitnerEquity Research Analyst Payments Fin TechView Profile, Hannes LeitnerChris ZillwoodFinancial Planning Cash AnalystView Profile, Chris ZillwoodSteven HorniakCFOView Profile, Steven Horniak