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
Now OpticsSr. Director FinanceApr 23 - PresentDormifyVice President FinanceJan 22- Dec 23Crook MarkerFinance DirectorJan 20- Dec 21
Steve JieParaplannerView Profile, Steve JieSnigdha EkkatiAccount SpecialistView Profile, Snigdha EkkatiTiffany KnightWealth Management Private BankerView Profile, Tiffany Knight