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
Semita Asset ManagementWealth AdvisorJun 15- Feb 21LennarOff-Site Construction ManagerMar 06- Jun 07JpmorganchaseFinancial AdvisorApr 05- Mar 06
Sara HakansonSenior Vice President Client Delivery ServicesView Profile, sara hakansonJose MenendezPresident COOView Profile, jose menendezMatt FullerCo FounderView Profile, matt fuller