Account Type******** ***Account Owner****** *******Account Opps/Deals****** ********Closed Won • Aug 24**K $Closed
****** *****Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
CompoundPrincipal & Senior Wealth AdvisorJan 24 - PresentEmpowerSenior Financial AdvisorFeb 23- Jan 24Personal CapitalSenior Financial AdvisorJan 16- Feb 23
Imran AhmedControllerView Profile, imran ahmedBeth AkasonNorth American Credits Incentives Regional LeaderView Profile, beth akasonStamatis MitropolitisOperations LeadView Profile, stamatis mitropolitis