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
Dc AdvisoryInvestment Banking AnalystJul 22 - PresentSignal AdvisorsRIA Strategy InternJun 21- Nov 21Altfest Personal Wealth ManagementFinancial Planning InternJun 20- May 21
Vanessa BadilloControllerView Profile, Vanessa BadilloMohammed ShareefChief AccountantView Profile, Mohammed ShareefErin BuryHead Of FinanceView Profile, Erin Bury