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
Financial Planning NavigatorsPresidentNov 24 - PresentBleakley Financial GroupFinancial Consultant Jun 22- Nov 24Hetland FinancialConsulting PartnerDec 16- Jun 22
Serena FantinelliPartnerView Profile, Serena FantinelliKelly SGlobal Head Of Experience Transformation Cognizant MomentView Profile, Kelly SKaran SinghalFounder CTOView Profile, Karan Singhal