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
Finity Group LlcSenior Financial AdvisorNov 11 - PresentNorth Star Resource GroupFinancial AdvisorSep 09- Nov 11
Sara VenturaCollections SpecialistView Profile, Sara VenturaDawn HofererAccounts ManagerView Profile, Dawn HofererAaron TishkoffInvestment AssociateView Profile, Aaron Tishkoff