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
Journey Advisory Group LlcSenior Financial AdvisorAug 24 - PresentThe Freestore FoodbankBoard MemberJan 24 - PresentMarinerWealth AdvisorJun 22- Aug 24
Dhruv ShahAccounting Team LeadView Profile, Dhruv ShahTomara WilkinsonSenior Treasury Cash AnalystView Profile, Tomara WilkinsonRon KattanSenior FP AView Profile, Ron Kattan