Account Type**** *******Account Owner**** *****Account Opps/Deals*** ****Closed Won • Oct 24**K $Closed
******** ***Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
Equitable AdvisorsFinancial AdvisorFeb 24 - PresentIgoSenior Finance ManagerNov 23- Feb 24Vic AiSenior FP&A AnalystJun 22- Nov 23
Kevin WuAssociateView Profile, kevin wuOlga MairinAccounting BookkeeperView Profile, olga mairinSarah CollinsWealth AdvisorView Profile, sarah collins