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
Midlands FinancialPartner, Financial AdvisorJan 96 - PresentPrincipal Financial GroupFinancial AdvisorJul 18 - PresentUnico GroupSr. Vice PresidentJan 10 - Present
Nikunj GadodiaControllerView Profile, Nikunj GadodiaLolita MathisFinancial Services ConsultantView Profile, Lolita MathisDipak GolechhaChief Financial OfficerView Profile, Dipak Golechha