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
Sequoia Financial GroupDirector, Wealth AdvisorNov 23- Feb 24Bdo UsaTax Senior, Alternative InvestmentsSep 16- May 19Kpmg UsAudit Associate, Alternative InvestmentsJul 15- Sep 16
Jenna MantellSenior Finance ManagerView Profile, Jenna MantellGlenys RosarioES III FINANCIAL REPRESENTATIVEView Profile, Glenys RosarioJorge BarrigaFinancial Analysis And Business Intelligence Sr ManagerView Profile, Jorge Barriga