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
Citrin CoopermanPartner - Audit - Financial ServicesDec 23 - PresentKpmg UsPartner - Audit - Alternative InvestmentsSep 06- Oct 23Triad Securities CorpControllerAug 05- Aug 06
Montserrat Vela CasadoFinancial AdvisorView Profile, Montserrat Vela CasadoOrysia StryzakFinancial ConsultantView Profile, Orysia StryzakJack KoehnAssociateView Profile, Jack Koehn