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
Stevens Capital PartnersPrivate Wealth ManagerAug 23 - PresentCarson WealthWealth PlannerApr 19- Aug 23Grace UniversityBasketball CoachSep 12- Apr 20
Vasiliki PetrouGroup Deputy Head Of FinanceView Profile, Vasiliki PetrouRich WhalenDirector Of AccountingView Profile, Rich WhalenJohari KenFinance ManagerView Profile, Johari Ken