Account Type*** ****Account Owner***** ****Account Opps/Deals****** *******Closed Won • Oct 24**K $Closed
**** ***Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
Emoney AdvisorSenior Financial Planning Product and Research ConsultantJun 17 - PresentSouth Moon UnderAssistant ManagerAug 11- Jun 17
Penny AtesSenior AccountantView Profile, penny atesAlec SabinSenior Fund AccountantView Profile, alec sabinSam WashSenior Account SpecialistView Profile, sam wash