Account Type****** *****Account Owner*** ***Account Opps/Deals******** ********Closed Won • Dec 24***K $Closed
******** ********Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
Blue TrustInvestment Operations Analyst - TradingJul 20- Apr 21Ronald Blue Co CpasAdministrative AssistantJan 16- Apr 17Trident TrustAssistant to Fund AdministratorJun 15- Dec 15
Matt WilsonWealth AdvisorView Profile, matt wilsonSarada NagVITA Risk Manager IIView Profile, sarada nagEmmett FerriPartner Fractional CFO Finance OperationsView Profile, emmett ferri