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
PrimisAssociate Vice PresidentNov 23 - PresentStott And MayPrincipal ConsultantFeb 23- Sep 23Pareto UsaSenior Business Development ManagerJan 18- Jan 23
Jay ChopraChief Financial OfficerView Profile, Jay ChopraBob LettieriChief Financial OfficerView Profile, Bob LettieriDonald TrabertSenior Vice President Wealth Management Private Wealth AdvisorView Profile, Donald Trabert