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
Pentagon WealthDirector and Financial AdviserJul 19 - PresentBtSenior Financial PlannerMay 95 - Present
Tina PatelDirector Of FinanceView Profile, Tina PatelJean Christophe RenautAVP FinanceView Profile, Jean Christophe RenautAna Paula Menineia LopesContadorView Profile, Ana Paula Menineia Lopes