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
Plante MoranFinancial Advisor InternJun 24- Aug 24Amplified PlanningFinancial Planning ExternJun 23- Aug 23
Adam SimantovManager Technology Financial AdvisoryView Profile, Adam SimantovTali GorelikDirector Of FP AView Profile, Tali GorelikRashmi KulkarniExecutive Revenue AssuranceView Profile, Rashmi Kulkarni