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
Forum Financial Management LpManagement ConsultantSep 23 - PresentSavant Wealth ManagementChief Financial OfficerJun 19- Sep 23Performance Trust Capital PartnersChief Financial Officer and Managing DirectorJan 15- Jan 19
Kelly PrattProducerView Profile, kelly prattYuliia PolishchukClinical Team ManagerView Profile, yuliia polishchukSathish Kumar SAssistant ManagerView Profile, sathish kumar s