Account Type**** ********Account Owner**** ********Account Opps/Deals******** ********Closed Won • Mar 25****K $Closed
***** *******Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
Pi Financial CorpSenior Investment Advisor PI Financial CorpApr 22 - PresentGravitas Securities IncSenior Investment AdvisorMar 21- Apr 22Ia Private WealthDirector - Private Client GroupJan 13- Mar 21
Parker HoffmanSenior Valuation AdvisorView Profile, Parker HoffmanAna NSenior Corporate AccountantView Profile, Ana NWendy SaboPricing Operations Controls Leader North AmericaView Profile, Wendy Sabo