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
Aca GroupSenior DirectorMay 22 - PresentAca ForesideRelationship ManagerJan 19- May 22Charles SchwabVP - Financial ConsultantJan 18- Jan 19
James SingelDirector US Digital Optimization And TransformationView Profile, James SingelBobby MalhotraManager Origination M A AdvisoryView Profile, Bobby MalhotraKarl KontusDirector Growth StrategyView Profile, Karl Kontus