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
AdviasSenior Advisor - Private ClientsApr 24 - PresentArc CoPrivate Client AdvisorAug 21- Feb 23Million Plus Private FinanceAssociate DirectorOct 13- Aug 21
Blake CSr Implementation SpecialistView Profile, Blake CCourtenay ConeCustomer Community LeaderView Profile, Courtenay ConeGab LozadaSenior Implementation Analyst Project ManagerView Profile, Gab Lozada