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
Legacy Financial AdvisorsAssociate Financial AdvisorJun 24 - PresentFynancialClient Success ManagerSep 22- Jun 24Connetic VenturesDiligence AnalystJun 20- Aug 20
Joe CFinance AnalystView Profile, Joe CAkash PrasadBusiness AnalystView Profile, Akash PrasadSean KeeslerTechnical Business Analyst Scrum MasterView Profile, Sean Keesler