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
Flagstone Financial ManagementFlagstone Financial Management - PresentBuckingham Strategic WealthAssociate Wealth AdvisorAug 16- Feb 21Unico GroupMarketing InternSep 15- Jan 17
Bharath PChief Of Staff Finance Management Business IntegrationView Profile, Bharath PCarmen ReyesAsset Management AssociateView Profile, Carmen ReyesVineet MaknoorDirector FP AView Profile, Vineet Maknoor