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
Dynasty Financial PartnersAdvisory Billing Platform AssociateMay 24 - PresentCarson WealthOperations AssociateSep 22- Mar 24
Shantanu GuptaPartner Finance Transformation IBM ConsultingView Profile, Shantanu GuptaBelle AltmanInvestment AssociateView Profile, Belle AltmanRoger HonzDirector Of Finance AdministrationView Profile, Roger Honz