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
Cuesta PartnersPartnerOct 22 - PresentLiberty Advisor GroupPartnerJul 15- Apr 22PwcManagerNov 10- Jul 15