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
Storyone Family OfficeFamily Wealth DirectorJun 24 - PresentKeel PointFamily Wealth DirectorJan 24- Oct 24Kooman AssociatesCERTIFIED FINANCIAL PLANNER™Apr 18- Jan 24
Jess CompagnolaChief Financial OfficerView Profile, Jess CompagnolaSaikat NandiStrategic Advisor And Mentor InvestmentsView Profile, Saikat NandiJason LevineSVP FP AView Profile, Jason Levine