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
CortexFinancial ControllerApr 24 - PresentConnor GroupTechnical Accounting ManagerSep 23- Apr 24AgentsyncAccounting ManagerAug 21- Aug 23
Phillip NelsonDirector Of Asset AllocationView Profile, Phillip NelsonMichael WongFinancial AdvisorView Profile, Michael WongPilar Lopez De Los Mozos GomezGlobal Capital Markets Senior ManagerView Profile, Pilar Lopez De Los Mozos Gomez