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
FartherWealth AdvisorFeb 24 - PresentSkytree Capital PartnersFounder & Managing PartnerNov 14 - PresentEa Wealth ManagementFounderNov 14- Dec 21
Mariana AlvesAssociateView Profile, mariana alvesLeighann GeorgeAssociateView Profile, leighann georgeAriela CaspiBookkeeperView Profile, ariela caspi