Account Type***** ***Account Owner****** *****Account Opps/Deals******** *****Closed Won • Feb 25***K $Closed
***** *******Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
Vision Financial GroupFinancial AdvisorOct 23 - PresentAlliance Advisory Group IncFinancial ProfessionalOct 18- Nov 23Axa Advisors LlcFinancial ProfessionalMay 15- Jun 18
Roshan PotarazuInvestorView Profile, Roshan PotarazuAngie GibbonsAccountantView Profile, Angie GibbonsMichael SprouseAssistant ControllerView Profile, Michael Sprouse