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
Telos Capital Management IncFinancial Advisor, Senior Retirement PlannerJan 14 - PresentAxa Advisors LlcFinancial ConsultantNov 10- Feb 14
Sheela KhadgiSenior Accounting ManagerView Profile, Sheela KhadgiZach TaylorSenior AccountantView Profile, Zach TaylorTingting ChenSenior AccountantView Profile, Tingting Chen