Account Type*** *****Account Owner***** ******Account Opps/Deals**** ******Closed Won • Mar 25***K $Closed
******** *****Worked in execs roles at *** together from 2021-2024****** ****Worked in the same department at *** together from 2021-2024
Wallace Hart Capital ManagementFounder & Chief Planning StrategistFeb 17 - PresentUbsFinancial Advisor, Bluegrass Wealth Management GroupFeb 12- Feb 17Bankfund Credit UnionLoan RepresentativeSep 05- Jul 07
Nishant Kumar SharmaVice PresidentView Profile, Nishant Kumar SharmaShay GolanFounder Vice PresidentView Profile, Shay GolanAriona Cerma FundoVice PresidentView Profile, Ariona Cerma Fundo