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
Atl Global AdvisorsDirector Of Financial PlanningOct 17 - PresentCapstone Financial LlcFinancial PlannerMay 11- Oct 17
Manish AroraAssociate DirectorView Profile, Manish AroraRichard LogarVice President Finance Lead Group Manager US WealthView Profile, Richard LogarOscar MirandaCollectionsView Profile, Oscar Miranda