Account Type******** ******Account Owner**** *******Account Opps/Deals**** ********Closed Won • Oct 24**K $Closed
****** ******Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
Dc AdvisoryInvestment Banking AnalystJul 22 - PresentSignal AdvisorsRIA Strategy InternJun 21- Nov 21Altfest Personal Wealth ManagementFinancial Planning InternJun 20- May 21
Thia RichardsFinancial AssistantView Profile, thia richardsDaniel RuelasJr Staff AccountantView Profile, daniel ruelasToma MockeviciuteBookkeeperView Profile, toma mockeviciute