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
SequoiaAdvisor, Financial ServicesNov 22 - PresentCreative PlanningAssociate ConsultantJan 22- Nov 22Bukaty CompaniesClient Services AssociateJun 10- Jun 12
Amanda ChengAssociateView Profile, amanda chengStephanie MacmillanSenior Associate Regulatory Reporting Governance OversightView Profile, stephanie macmillanFrankie LyPricing AnalystView Profile, frankie ly