Account Type******* ***Account Owner****** ********Account Opps/Deals******** ***Closed Won • Feb 25***K $Closed
**** ***Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
Principal Financial Network Of Southern CaliforniaRegional Managing Director - Principal Securities Registered Representative, Financial AdvisorAug 08 - PresentTax Financial GroupManaging PartnerJul 87- Jul 08
Sherica LewarsDirector Of FinanceView Profile, Sherica LewarsFrancesca FornasariHead Of Currency SolutionsView Profile, Francesca FornasariKunal OswalDirector PaymentsView Profile, Kunal Oswal