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
Diversified Wealth ManagementPartner & Wealth AdvisorJun 21 - PresentAllianz LifeSenior Accountant - Financial ReportingJul 18- Jun 20PwcExperienced Assurance AssociateJun 15- Jun 18
Ilanit EllaControllerView Profile, Ilanit EllaLisa PetroTriple Crown Credit UnderwriterView Profile, Lisa PetroJohn EdwardsSecurities TechnicianView Profile, John Edwards