Account Type*** ***Account Owner*** ****Account Opps/Deals****** *****Closed Won • Jan 25***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
Spencer WicksCEOView Profile, Spencer WicksIlan MaliCEOView Profile, Ilan MaliAlvaro HernandezRegional Executive Assistant Team LeaderView Profile, Alvaro Hernandez