Account Type******** ********Account Owner**** ****Account Opps/Deals***** *****Closed Won • Jan 25**K $Closed
******* ***Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
Sb 360 Capital PartnersFinancial AnalystSep 24 - PresentGage Wealth AdvisorsInternMay 24- Aug 24University Of Massachusetts AmherstStudent Athlete-FootballAug 20- Dec 23
Richard LevySenior Finance ManagerView Profile, Richard LevyCarmelo Lafuente RoldanHead Of FinanceView Profile, Carmelo Lafuente RoldanNarayanan SsTax Experienced Manager ASC 740View Profile, Narayanan Ss