Account Type**** ******Account Owner****** *****Account Opps/Deals******* ****Closed Won • Nov 24***K $Closed
***** ****Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
David Moore PartnersM&A AssociateOct 24 - PresentCommonwealth Financial GroupFinancial AdvisorDec 21- Oct 24Morgan StanleyLiquidity Investment AnalystOct 19- Dec 21
Jamie PomponiSenior Tax Manager Deloitte Multistate Tax ServicesView Profile, jamie pomponiArrik WilkinsFinancial AdvisorView Profile, arrik wilkinsJesus Hernandez RangelSr Financial Planning AnalystView Profile, jesus hernandez-rangel