Account Type*** ****Account Owner******** ******Account Opps/Deals***** ***Closed Won • Dec 24**K $Closed
****** ***Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
RevIndependent ContractorFeb 17 - PresentThe Profin GroupFinancial AdvisorJul 16- Jan 17Devere GroupAssociate Wealth ConsultantDec 15- May 16
Nissa ThongphanithExecutive AssistantView Profile, nissa thongphanithDavid AlwardPartnerView Profile, david alwardAstrid DomenicoPrincipalView Profile, astrid domenico