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
Mt Financial PlanningFounder, Financial PlannerMay 20 - PresentEdward JonesFinancial AdvisorDec 14- May 20UbsFinancial AdvisorJul 09- Dec 14
Guy LahavStaff AccountantView Profile, Guy LahavMarc AndruskoPartner B 2 B Software Fintech InvestingView Profile, Marc AndruskoPeggy SierraAccounting ManagerView Profile, Peggy Sierra