Account Type*** *****Account Owner***** *******Account Opps/Deals******** ********Closed Won • Oct 24****K $Closed
****** ***Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
StripeFinance & StrategyDec 24 - PresentComplyadvantageFinancial StrategyMar 23- Dec 24FreetradeFinance Specialist, FP&AJan 22- Feb 23
Shrenik KothariAssociate DirectorView Profile, shrenik kothariYonatan GlusteinPortfolio Mutual Fund ManagerView Profile, yonatan glusteinKristin PetersonManager Financial Planning AnalysisView Profile, kristin peterson