Account Type******* *******Account Owner**** *******Account Opps/Deals****** ****Closed Won • Nov 24***K $Closed
******* ********Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Savvy WealthWealth AdvisorApr 24 - PresentSavvy LadiesPro Bono Wealth Advisor Oct 24 - PresentUbsSenior Vice PresidentDec 20- Apr 24
Anelis RicardoDirector Of Finance And AccountingView Profile, anelis ricardoManali DhingraFinancial Services RepresentativeView Profile, manali dhingraJoaquin Ruiz NegreCFOView Profile, joaquín ruiz negre