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
Streamline WealthPartner, Wealth AdvisorFeb 24 - PresentCapstone Financial LlcFinancial AdvisorAug 10- Feb 24Liberty Mutual InsuranceSales RepresentativeSep 04- Jul 10
Hardik KhowalaDirector India TaxView Profile, hardik khowalaBinu SkariaAccount Manager Client Accounting ServicesView Profile, binu skariaAkiva JHarel Finance Head Of Risk ManagementView Profile, akiva j.