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
King Financial GroupClient ServicesAug 18- May 19Treysta WealthRelationship ManagerSep 15- Feb 16AonClient Services ManagerAug 13- Aug 15
Ana ZakalskieneAccountantView Profile, Ana ZakalskieneKathy HenryDirector Of FundingView Profile, Kathy HenryJohana EstrellaFinancial Planning ManagerView Profile, Johana Estrella