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
William BlairPartner, Wealth AdvisorJan 16 - PresentJ P MorganBankerSep 08- Jan 16Center For Independent FuturesDevelopment DirectorJan 03- Aug 06
Lara Anne ZaldivarRegion Finance ManagerView Profile, Lara Anne ZaldivarNick KenyonAssociateView Profile, Nick KenyonAirielle DuguaySr AR Billing SpecialistView Profile, Airielle Duguay