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
Thimbleberry FinancialParaplannerJan 25 - PresentBam Advisory GroupDirector of Advisory ServicesAug 21- Oct 24New Direction Trust CompanyReal Estate Transaction SpecialistDec 17- Feb 21
Lizette DurmishiEDI And MX Billing ManagerView Profile, Lizette DurmishiNicolas Lopez LecubeHead For Risk And PortfolioView Profile, Nicolas Lopez LecubeVeenit DroliaGeneral Manager Finance AccountsView Profile, Veenit Drolia