Account Type******* ******Account Owner******** *****Account Opps/Deals**** ****Closed Won • Jul 24***K $Closed
*** ***Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
RasaSenior Financial AnalystFeb 23 - PresentVergesenseJr. AccountantDec 21- Feb 23InstructureAR Team LeadJan 19- Dec 21
Jesse KuglerInvestment Banking Senior AssociateView Profile, jesse kuglerDavid FernandezSenior FP A And Controlling SpecialistView Profile, david fernándezDavid L Steinberg CfpSenior Wealth AdvisorView Profile, david l. steinberg cfp®