Account Type**** ****Account Owner*** ****Account Opps/Deals******* ****Closed Won • Aug 24***K $Closed
******** *****Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
Grant Street Asset ManagementAssociate Wealth AdvisorFeb 23 - PresentObsidian Business Planning SolutionsPlanning & Analytics Associate May 19- Jan 23
Nathan BeardemphlCommercial Account Manager Southern CaliforniaView Profile, nathan beardemphlHani ZakariaAssistant ControllerView Profile, hani zakariaTyshea GreeneRelationship BankerView Profile, tyshea greene