Account Type*** ******Account Owner****** ****Account Opps/Deals******** ********Closed Won • Nov 24***K $Closed
***** ******Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
High Point Capital Group Planning Wealth ManagementFinancial AdvisorJun 18 - PresentMassmutualFinancial AdvisorMar 17- May 18MetlifeFinancial Advisor & Sales ManagerJan 96- Mar 17
Gopesh Nakra InValuation AdvisorView Profile, gopesh nakra inSantiago SilveiraJefe De PricingView Profile, santiago silveiraNick HahnPrivate Equity AssociateView Profile, nick hahn