Account Type******** ****Account Owner***** *****Account Opps/Deals****** *******Closed Won • Dec 24**K $Closed
***** ********Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
Auditoria AiLead, Accounting Tech Specialist May 22 - PresentDelta Gamma FraternityDirector of FundsJan 19- Dec 19
Aaron TurnerSenior Financial AnalystView Profile, aaron turnerArchie Kantzavelos CfpSenior Wealth PlannerView Profile, archie kantzavelos cfp®Thang NguyenInvestment Banking Senior AnalystView Profile, thang nguyen