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
Luke LoyzerDirector Of FinanceView Profile, Luke LoyzerBrent FuhrmanChief Financial OfficerView Profile, Brent FuhrmanLuciana SpenglerManager FinanceView Profile, Luciana Spengler