Account Type******** ***Account Owner*** ****Account Opps/Deals**** ******Closed Won • Feb 25***K $Closed
******* *******Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
Onq Global IncFinance Compliance Specialist Jan 23 - PresentBiashara Dt SaccoFinance InternJan 21- May 21
Marc WCapital Planning Optimization BudgetingView Profile, Marc WTorrey PineAssociate Wealth AdvisorView Profile, Torrey PineChristian VivasFinancial Planning AgentView Profile, Christian Vivas