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
SequoiaAdvisor, Financial ServicesNov 22 - PresentCreative PlanningAssociate ConsultantJan 22- Nov 22Bukaty CompaniesClient Services AssociateJun 10- Jun 12
Helen LeungSenior Finance ManagerView Profile, Helen LeungSteve NiehausUnderwriterView Profile, Steve NiehausIdan WrubelCFOView Profile, Idan Wrubel