Account Type******* ****Account Owner**** ***Account Opps/Deals*** ********Closed Won • Nov 24**K $Closed
******* ***Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
AnetacChief Financial OfficerJul 24 - PresentOnetrustVice President Customer OperationsMar 22- Jul 24Cake 4 KidsTreasurer Board Of DirectorsJan 20- Dec 23
Nicola MuratoriVP Of Investments And Head Of PricingView Profile, nicola muratoriTerri UcciManaging Director Private Wealth AdvisorView Profile, terri ucciLina ChenVice President Loan Syndicate DistributionView Profile, lina chen